Practice management

In its second big recruiting move of the year, HighTower has picked up a former branch manager from Morgan Stanley.

Mobility would significantly improve customer interactions, 84% of those surveyed said, and 83% said the technology would significantly affect their business.

Are you steadfastly relying on the estimates provided by Social Security? Are you 59 years old and about to get married for the second time? There is a lot of misunderstanding about Social Security, but today's tips could help clients down the road.

In conjunction with America Saves Week, new website presents consumers with online resources to assess their retirement savings.

Merrill Lynch Wealth Management has lured five advisors with $619 million in assets and about $2.9 million in production in its latest move in the hunt for advisory talent.

There's a shift afoot in advisor compensation.

When planner Gordon Bernhardt began focusing his practice on entrepreneurial clients about three years ago, he discovered all of them lacked one important asset: time.

Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation.

The SEC plans to take a close look at potential conflicts of interest in the investment-advisor practices that its examiners oversee, and will ramp up scrutiny of the marketing and performance claims of federally registered advisors, according to the examination guidance the agency recently issued for the coming year.

The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.

Question marks remain when it comes to Social Security, but client over the age of 40 will see Social Security as an important source of retirement income. So advisors must take steps now to help their clients.

The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.

Mike Tyson is preparing for another fight -- this time, with his former financial planner.

These are the biggest money blunders clients make. By getting ahead of the problem, advisers can make themselves more valuable.

Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.

A Phoenix registered investment advisor has agreed to pay nearly $275,000 to the SEC in a case stemming from the sale of a stake in his firm -- at an allegedly inflated price -- to a client.

Charles Schwab Corporation continues to tout low fees with the announcement of first-year results for Schwab Index Advantage.

In 2010, U.S. households headed by seniors older than 75 carried an average of $27,409 in debt, up from $13,665 in 2007.

In 2012, almost seven in ten advisors (69%) operated in a team-oriented structure, up from 61% in 2011.

Social Security will play a critical role in the retirement income for mass affluent investors. But how can advisors help clients think about Social Security in a strategic way?