Practice management

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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.

“The findings are eye-opening for financial advisors because investors are clearly saying they are worried about the economic situation,” said Joe Ready, director of Institutional Retirement and Trust at Wells Fargo.

JPMorgan Chase CEO said the U.S. economy would thrive next year if lawmakers reach an agreement to avoid the so-called fiscal cliff of spending cuts and tax increases.

Two teams with over $1 million in production have joined Merrill Lynch in St. Paul, Minn., and Ithaca, N.Y.

What do breakaway brokers worry about when considering a move into the RIA space? It turns out it's not so different from the concerns of other U.S. workers weighing a job change.

More than 150 chief executive officers, including JPMorgan Chase & Co.’s Jamie Dimon and Goldman Sachs Group Inc.’s Lloyd Blankfein, called on President Barack Obama and House Speaker John Boehner to compromise on a budget deal that would include new tax revenue and spending cuts.

Only 31% of women feel “extremely” or “very” secure about their current financial situation, according to a study by the State Farm Center for Women and Financial Services at The American College of Financial Services. This widespread sense of insecurity indicates broad opportunities for advisors who can make female clients more confident about their finances.

A little more than a year after launching Retirement Ready, a retirement income program for its advisors, John Hancock Financial Network today announced the launch of a new iPad application and updates to the program.

The rule has been the most common ground for disciplinary action so far this year, according to an analysis by the law firm Sutherland Asbill & Brennan.

The SEC has pulled from within its ranks, tapping Jennifer B. McHugh as senior advisor to the director in its division of investment management.

Bank of America Merrill Lynch has refocused on growing fee-based and banking business and boosting client retention.

The husband-wife team of Joe and Penny DiRago have been hired by Wells Fargo in San Antonio.

The leading accounting firms that conduct audits on the financial statements of publicly traded companies suffer from a significant and growing number of deficiencies, according to a new report by an industry oversight organization.