Wealth management

Using social media to create a public presence consistent with their passions and expertise, advisors can position themselves for media attention.

April has been a busy month for advisors on the move, as regional and wirehouse firms have scrambled to keep up with each other in the battle for top advisor talent. See all the latest moves and promotions.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Research suggests that good vibes are good for business. Here's how you can get serious about your attitude adjustment.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.

Twitter tip: rethink your blog headlines

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."

Fortress is the fifth firm to join Omaha-based Arbor Point, which provides an open architecture platform aimed at dually registered advisors, since it launched early last year.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.

Longer lifespans mean a big shift in planning -- particularly for female clients.

Can your young advisors handle the highly charged conversations that often come with major life transitions?

To be successful and get the most out of blogging, advisors have to become three things: a strategist, a thought leader and a marketer.

RIAs are gaining market share of assets, although wirehouses will still control nearly $6 trillion by 2016, the research firm predicts.

New technology can help advisors interact with their clients more efficiently and effectively.

Three advisors for San Diego-based Total Wealth Management -- including one who apparently once worked for the FBI -- now face SEC charges for allegedly paying themselves concealed revenue-sharing fees from investments they recommended to clients.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

"Advisors will want to know what will happen to the firms' cultures. Will Nuveen be able to keep its culture? Which firms' culture will prevail?"

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.