Wealth management

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

Here are 6 steps in how to segment your book of business. This how-to comes courtesy of regular Bank Investment Consultant contributor Todd Colbeck.

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

What do former president George W. Bush, country songwriter Pat Green, four days of advisor-focused panels, and a dance party have in common? They are all aspects of Raymond James' 2013 national conference.

Since the 2008 financial crisis, Wall Street pay is down, double-digits. But, over the sweep of the past quarter century, it's a different story. SOURCES: Office of the New York State Comptroller, U.S. Bureau of Labor Statistics

FSI has added Derek Bruton of LPL and Seth Miller of Tranamerica Financial Advisors to its board.

The happiness of the independent advisor appears to be slightly overrated. By a slight but significant margin, advisors in RIAs aren’t as happy with their careers as those in wirehouses.

Barnaby Grist, Cetera’s executive vice president of wealth management and a high-profile hire from Charles Schwab in 2010, is stepping down to care for his parents in England and his wife’s parents on the East Coast, says a spokeswoman for the broker-dealer network.

Dallas should be a dream market for independent advisors. But unlike the San Francisco, it has not been as hospitable to independent wealth management firms.

Whether they distract you from your daily work or serve as filters for the abundance of daily news, here is a handful of the most influential blogs for financial advisors.

Fast-growing JHS Capital Advisors has opened a new office in Baton Rouge, La. -- the company’s first in that state.

Here we present a new look at our top bank advisors list, reshuffled and ranked by fee-based business.

It’s tax season, and that means a lot of scrambling to prepare and find ways to cut taxes. But advisors are skeptical that accountants are making all the right moves.

For the visually inclined, we've created an infographic to highlight some of the major shifts under way in demographics, technology and global wealth.

In the world of trust and estate administration, where tax planning typically involves special attention to federal tax law compliance, it’s easy to lose focus on state income taxation issues. And while some states do not tax income related to trusts, states that do tax trust income have a variety of rules and criteria for which trusts are subject to tax.

A former Massachusetts CFP and his colleague spent $1 million of their clients’ funds on personal expenses, including fast food, legal fees and ATM withdrawals at casinos, the SEC alleges.

As the April 15 tax filing date draws closer, millions of taxpayers still find themselves somewhere between putting the final touches on their tax return and just starting the process.

LinkedIn is a powerful tool for advisors to connect with potential clients, but it should be used with careful diligence. Failure to do so could result in ineffective platform execution, or even worse – a breach in compliance.

Raymond James is going after more top advisors -- and it's changing its payout structure to do so.

A coalition of charities has expressed concerns about a Senate budget proposal that could potentially place a limit on charitable deductions.