Practice management

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach.

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.

The U.S. Supreme Court turned away a Wells Fargo unit’s bid for as much as $148 million in tax refunds, leaving intact an Internal Revenue Service victory in a corporate tax-shelter case.

Credit Suisse Group AG, Switzerland’s second-biggest bank, is considering selling additional stakes in an electronic interest-rates trading unit it set up last year, according to a person briefed on the plan.

As global wealth grows and client expectations rise, wealth managers need to develop sophisticated capabilities at once, a BCG report finds.

Are you reaching out to clients effectively? Advisor communications techniques -- both online and in the real world -- are a key focus area in Pershing's second annual study of advisor success.

Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?

The battle over a likely criminal plea and fine against French-based BNP Paribas is raising fresh questions not just about "too big to jail," but about the efficacy of cross-border resolution plans for systemically important institutions.

Clients want to give back, and not just for the tax breaks.

Gen-Xers lost about half of their wealth between 2007 and 2010, according to a Pew Economic Mobility analysis last year. But even before the housing collapse, they were having trouble keeping up with their parents in building assets.

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

A fee-based practice is worth more when larger firms are looking to make an acquisition.

Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

A former Merrill Lynch executive has joined Focus Financial Partners to co-head a program that helps wirehouse advisors go independent.