Practice management

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.

A capable and conscientious advisor can support small business clients by helping eligible entrepreneurs establish an Employee Stock Ownership Plan.

Mary Schapiro, the former chairman of the U.S. Securities and Exchange Commission, has joinedPromontory Financial Group as a managing director and chairman of its governance and markets practice.

U.S. companies will now be able to post their earnings on Twitter or update their status on Facebook as long as investors have been told in advance where to look.

Investors working with financial advisors were more confident and prepared than their unassisted peers both during and after the financial crisis, according to a new study from Fidelity Investments.

When it comes to staying in touch with younger investors, face-to-face or phone contact trumps social media outlets like Facebook, Twitter or LinkedIn, according to a new survey from Merrill Lynch Private Banking & Investment Group.

Younger advisors are outpacing their elder peers in attracting AUM, according to a Fidelity study that surprised even its authors.

Investors have major trust issues with their advisors.

Low-income individuals who use financial advisors reduced the risk of running out of money by up to 12.6 percent, depending on family status and gender.

There's a new addition to the "we already knew that" file -- a new Millionaire Corner survey of affluent investors.

An expanded database of complaints that consumers have filed against large financial institutions went public Thursday, but the debate over whether the new treasure trove of information helps or hurt banks is just beginning.

While most parents (73%) have regular conversations with their kids about money, they tend to shy away from conversations about long-term financial goals.

Steven A. Cohen did something unusual when Michael S. Steinberg was arrested on the morning of March 29 and accused of insider trading at Cohen’s $15 billion hedge fund SAC Capital Advisors LP.

Not sure how to help your small business clients see a situation more clearly? Try these road-tested tips in talking to your entrepreneurs.