Practice management

As the week winds down with lawmakers and the White House still at odds over dueling proposals to avert the fiscal cliff, a growing number of voices in the debate are suggesting that the year-end deadline could pass without a deal, initiating a set of across-the-board tax increases and automatic spending cuts.

With 20% of wealthy investors under age 55 planning to change their primary advisor in the next 12 months, tech enhancements may be the difference between acquiring or losing clients.

Americans 55 and older are far more likely to favor peace of mind over a high-reward/high-risk investment strategy.

Some of the most surprising results from the 2012 Tech Survey came from a deeper dive into smartphone use patterns of our readers.

Assets managed by multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to Cerulli Associates, a Boston-based global research firm.

A top White House official reiterated on Tuesday that President Obama is committed to the 28% cap on the value of tax exemptions for high income earners, which includes municipal bond interest.

If the government decreases social security and other benefits as a way to avoid the cliff, middle class Americans could be hit the hardest.

Year-end plan reviews are the perfect time to demonstrate your value and address any concerns your plan sponsor clients may have, Bob Kaplan, ING U.S.’s National Retirement Consultant, told advisors during a webinar.

To foster the evolution of financial planning as a widely accepted and understood profession, NAPFA announced that, starting Jan. 1, it will only accept the CFP designation for anyone applying to become NAPFA-registered planners

Morgan Stanley Wealth Management has added eight financial advisors from rival firms Merrill Lynch and Barclays.

The new platform will allow advisors to spend less time managing regulatory and compliance issues, and more time growing their businesses.

House Minority Leader Nancy Pelosi, D-Calif., said she would try to use a procedure known as a discharge petition to bring a Senate-passed bill for extending the middle-class tax cuts to the floor of the House.

CFOs in the U.S. remain uncertain about the future of the economy and their own businesses, according to a new survey.

The fiscal cliff. Deteriorating fundamentals. Volatility. Is the market about to fall? There is always uncertainty, but the question remains: How will you keep your clients happy when the next bear market comes?

Gen X, Y and Z investors may years from retirement but they already have multiple concerns about their future finances.

Gathering the information needed to make a career move and hiding that research from a current firm can be enough to make some advisors decide to forget it. That’s just where The Advisor Center, an anonymous online recruiting community that launches Monday, comes into play.

The average production at wirehouses is 40% higher than that of banks, and yet those advisors don't have an existing customer base. Why is that?

How to craft a business strategy that will keep you on track in the New Year.

With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.

With the fiscal cliff approaching, it might be time to accelerate income into the remainder of this year.