Practice management

The new program streamlines reporting for clients and provides them with more concrete action plans to help them achieve their financial goals.

Increased automation will provide advisors with more time to spend on client relationships, planning, and prospecting.

More than half of Gen X and Gen Y consumers in the U.S. admit having little or no knowledge about investments and financial products, according to a LIMRA study.

Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.

Fewer investors across all age groups are using traditional advisors as their primary advice provider, with the decline most pronounced among investors under 50.

In January Financial Planning featured tips from industry experts on how to improve your practice. Now, advisors sound off with their own tips for colleagues and competitors.

How can you build a better advisory practice? Check out some tips from the experts.

Target-date funds have an “implicit guarantee” to deliver a particular return by a particular time. Are the funds being marketed responsibly?

The White House issued an executive order on Tuesday that aims to strengthen protection of the nation's critical infrastructure against cyberattack.

As mobile applications proliferate, do financial advisors really use them?

In a survey of 21 different positions in financial advisory firms, a new survey from the Financial Planning Association indicates that most planners got a pay increase from the time that the was survey was conducted three years ago.

Two thirds of high-net-worth households with $5 million or more in investable assets believe that the country is worse off now than it was in 2007.

Even as Americans struggle to save, with more than four in 10 living from paycheck-to-paycheck and eight percent who say they don’t earn enough each month to pay for essentials, most are confident in their ability to manage their personal finances, according to a recent survey by Allstate.

The Seventh Circuit Court of Appeals has affirmed the dismissal of a class action that sought damages by class members as a result of the 2008 UBS tax evasion scandal.

Married Baby Boomers are much more likely to have retirement savings and a retirement goal than their single friends.

Dynasty Financial Partners announced Monday it hired Michael Moriarty as director of investment platforms.

Brown Advisory, an independent investment management firm with $33 billion in assets under management, announced the appointment of Porter Schutt and Bill Dugdale as partners in the firm’s Wilmington, Del., office.

Only 11% of households cite referrals as the reason for beginning relationships with advisors, according to Cerulli Associates.

Mary Jo White, President Barack Obama’s nominee to lead the U.S. Securities and Exchange Commission, said she will avoid some matters involving firms including JPMorgan Chase & Co., General Electric Co. and Deloitte & Touche LLP if confirmed by the Senate.

Unlike the soon-to-be-discontinued Facebook Credits, the new Amazon Coins have a ready marketplace with consumers and merchants.