Practice management

The changes to the Home Equity Conversion Mortgage program introduce credit underwriting criteria to the product for the first time, which until now only had been using actuarial standards in the decision making process, a reverse mortgage specialist said.

If a storm similar to Hurricane Sandy makes landfall, how many homeowners would default on their mortgage?

The firm snapped up four Merrill Lynch advisors overseeing a total of $3.1 billion in assets.

The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.

Pimco's Bill Gross said that wealthy Americans, having reaped the benefits of favorable tax treatment, should be willing to pay a greater share to bolster the prospects of the working class.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

The former central region president will now oversee the Private Client Reserve and its 1,300 financial professionals nationwide

Net inflows from wealthy clients in emerging markets slowed in the third quarter according to the world’s largest private bank for the rich.

Firms need to manage millennial employees successfully to leverage their intrinsic talents for the betterment of the organization. Here are a few key ideas to keep in mind.

A measure that would put the brakes on the Department of Labor's proposal to establish a fiduciary standard for advisors to retirement plans was approved by the U.S. House of Representatives in a largely party-line vote on Tuesday.

Rebalancing is simple, but not easy to do. With automated rebalanicing, little or no action is required to achieve even more consistent investment allocation.

A time management study showed Amerprise advisor Susan A. Riley-Hayes how she could maximize her staffing levels and fee structure.

The CFP Board’s highly publicized $36 million 'Let's Make a Plan' campaign may have misled consumers.

The firms have been sanctioned by the SEC for violating the custody rule that requires them to meet certain standards when maintaining custody of their clients’ funds or securities.

Lawmakers are set to begin debate today on a bill that would delay, perhaps indefinitely, a proposal by the Department of Labor to impose a fiduciary standard on advisors to retirement plans.

Here’s the argument for talking your clients into taking less risk today to get higher returns in the future.

Regardless of how big my firm gets, we can’t lose the entrepreneurial mindset that got us where we are.

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.

Here’s why these questionnaires don’t work -- and a better way to assess how much risk a client should take on.

Public pension funds have been moving huge amounts of money into alternative investments managed by Wall Street.