Practice management

Delivering easily accessible, multimedia resources that are broken into small packages is key to engaging and educating individuals, according to new research.

From the impact of volatility on client portfolios to uncertainty in North Korea, here are eight timely tidbits of information that financial advisors should be aware of this week.

What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on.

Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.

Just 37% of baby boomers are confident in their financial preparations for retirement—and that number keeps falling.

Just 34% of advisors believe that social media is a "wise use" of asset managers' time and resources and just over half (53%) feel that asset management firms are "smart to explore" social media.

Former U.S. Attorney Mary Jo White was unanimously confirmed by the Senate on Monday to serve as chairman of the Securities and Exchange Commission.

Morgan Stanley Wealth Management hauled in nine new advisor hires on Friday with more than $765 million in assets and $9.2 million in fees and commissions.

Beacon Pointe is actively looking for more advisory firms with a CPA tie-in as it plots an expansion strategy of reaching 35 to 40 offices around the country in the next 10 years, Cooper says.

Focusing on a client niche can boost a planning practice. Among high-performing firms with a target client profile, just 3% pursue opportunities outside of that profile (versus 11% for all other firms surveyed), according to the 2012 Fidelity RIA Benchmarking Study.

Before you can begin tailoring your approach to working with women, you first need to understand some of the attributes that make them uniquely different from male clients. Blogger Laura Kogen examines five key differences in how men and women communicate, relate interpersonally, learn, are hardwired, and view wealth.

UBS Financial Services has picked up three financial advisors from Morgan Stanley in Arizona and Indiana who managed $467 million in client assets.

A former Financial Industry Regulatory Authority employee filed a whistle-blower suit in federal court, claiming he was fired after detecting a flaw in a Finra’s risk-rating system that allowed large broker-dealers to be over-leveraged.

A bout of forgetfulness may be a classic sign of aging, or it could point to more serious health problems, such as Alzheimer’s.

Financial advisors with clients who have been awarded pension rights in a divorce should follow up to see if the proper procedures to claim those rights have been followed; if not, advisors should urge immediate action.

Expanding its New England presence, the firm added a three-decade industry veteran in Connecticut.

Ultra-wealthy clients seek an advisor who can help them manage risk on a holistic level, according to Phoenix International Marketing.

As women increasingly find themselves as the heads of households, advisors find retaining and expanding their female client base is imperative.

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research.

Want proof that advisors need to be engaging with social media? Consider the SEC’s decision this week to let publicly traded companies make material corporate announcements on sites like Facebook and Twitter.