Practice management

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.

BNP Paribas SA’s settlement talks with the U.S. over sanctions violations have headed out of the ballpark, compared with previous punishments levied by the Obama administration in such cases.

FINRA slapped the investment banks with $1 million each in fines for submitting incorrect data on trade-related transactions.

"The wealth creation cycle in Silicon Valley right now has produced many business opportunities which are keeping the entire office very busy," says the firms' new director of wealth management.

Regional wealth manager D.A. Davidson is launching a new training program aimed at bringing recent college graduates into the financial advisor profession.

Most people nearing retirement expect their advisor to help them maximize their Social Security benefits, with four in five saying they would switch advisors if their current one failed to do so.

The IRS is considering expanding a program under which it delays tax refunds for up to six months for delinquent taxpayers.

Credit Suisse Group, Barclays and UBS were the largest dark pools in FINRA’s first weekly report meant to make the private trading systems more transparent.

The advisor was permanently barred last week for running what appears to be a Ponzi scheme.

Steward Partners has recruited an independent team formerly with Morgan Stanley. The team managed about $120 million in assets while at RPG Family Wealth Advisory.

A report released by the chair of the Senate Budget Committee argues that tax reform should raise revenue by cutting tax expenditures that mostly benefit the wealthy.