Practice management

Emboldened by a newfound sense of what their investment programs offer, more banks are turning to wirehouses for recruits.

'The robo-advisors worry us,' said Rush Benton of CapTrust Financial Advisors at a panel on firm valuations.

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.

Financial advisors: Here's how to get a baseline reading of your own firm's practices.

If Tim Geithner had his way, the government would have bailed out Washington Mutual bondholders and prevented Wells Fargo from acquiring the floundering Wachovia Corp. in 2008, ensuring instead that it was awarded to Citigroup

Raymond James has recruited a veteran advisor from Morgan Stanley where he managed more than $360 million.

Though Vice Chairman Thomas Hoenig and board member Jeremiah Norton must defer to Chairman Martin Gruenberg on setting the Federal Deposit Insurance Corp.'s agenda, the two directors have still found ways to affect policy, particularly on new capital rules for the biggest banks.

Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.

Clients who suddenly come into newfound wealth can see that money dissipate just as quickly as it appeared. Advisors can be an anchor on financial reality. Here's how.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

Stifel, Nicolaus & Company picked up two wirehouse teams that managed more than $1 billion in combined AUM, boosting the St. Louis-based firm's presence in the Carolinas to 18 offices from 15.

Market Street will hardly be the only new kid on the block fighting for market share in New York.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

The House Ways and Means Committee may have broken the law when it publicly disclosed confidential taxpayer information in a letter to Attorney General Eric Holder.

A large majority of women are feeling anxious about their retirement security; at the same time there is a significant gender gap within the advisory sector, new research shows.

As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable.

Dynasty began to "unwind" its service agreement with Further Lane following SEC actions against the firm in late October 2013.

A former Morgan Stanley advisor team that managed $600 million in assets has left the wirehouse to join forces with HighTower.

When it comes to technology, advisors need to focus less on increasing efficiency and more on engaging clients.

Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors.