Practice management

Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.

President Obama lowered his tax revenue demand by $200 billion and offered to start tax rate increases at $400,000 in income instead of $250,000, moving closer to a budget deal with House Speaker John Boehner.

More than 100 advisors descended on the Women Advisors Forum in Boston Tuesday to hear speakers from throughout the profession offer advice on finding new clients, managing a practice, intelligent technology use, meeting special sets of client needs and more.

“Go online or contact your Human Resources department now and request an increase in your salary deferral, beginning with your first paycheck in January,” advises Matthew Illian, a planner with Marotta Wealth Management in Charlottesville, Virginia. “The people there will appreciate the advance notice.”

Four successful, multi-million dollar female financial advisors shared their stories of elusive clients at the Women Advisors Forum in Boston on Monday.

The Financial Services Institute is calling on the leaders of a Senate committee to pass a resolution expressing the "sense of the Congress" that the current tax system includes valuable incentives that encourage Americans to save for retirement and should be preserved.

As the global economies continue to become more diverse and interlinked, so do the needs of wealthy and worldly clients.

The same things that make women great financial advisors also tend to hinder them in terms of their own career growth, argues recruiter Mindy Diamond. Here’s how to be smarter about your practice.

the move from a defined benefit world to a defined contribution world “is unlikely to reduce retirement preparedness.”

With more incentive and interactive employer education, millennial workers indicate in new survey that they prioritize retirement savings.

The lingering effects of the recession, increased health care costs, and uncertainty from the federal government hang over states even as many expect to see revenue collections and spending levels increase in the coming year.

Gen X and Gen Y investors account for one-third of all Americans with more than $100,000 in investable assets, up from 20% in 2010.

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on valuable opportunities to gain insight into your online impact.

How loyal are your clients? You might be surprised. Only 57% of investors surveyed said their financial advisors were proving their worth, according to a Fidelity report.

Three industry veterans with 80 years combined experience have joined Raymond James in Fort Lauderdale, Fla.

The Internal Revenue Service said Thursday that low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2012 and the years ahead.

States are creating fiscal risks for themselves by neglecting to control the costs of tax incentives for economic development, according to a new report from the Pew Center on the States.

House Republicans continued their attacks on the Volcker Rule on Thursday, arguing it was unnecessary and overly complex just a day after Federal Reserve Board Chairman Ben Bernanke signaled regulators were close to finalizing it.

While the retirement outlook may not be bright for many pre-retirees, those who worked with advisors were twice as likely to have accomplished at least some planning activities, according to the study.

Chief financial officers of U.S. companies aren’t overly concerned about the fiscal cliff, according to a survey by Grant Thornton.