Wealth management

Washington Wealth Management has recruited two advisors from UBS and Wells Fargo, where they collectively managed approximately $150 million in assets.

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

After a Tax Court decision, a major change in IRS guidance will affect clients with multiple retirement accounts. Here's what advisors need to know.

LinkedIn uses big data to increase profile visibility and enhance professional brands. Here's what advisors should know about this recently updated feature.

A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.

NAPFA has named a fee-only RIA who has served in the U.S. Navy to serve as its next national chair.

Study finds short-term AUM and compensation growth, but long-term problems ahead for financial advisors.

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

After announcing growth plans earlier in the year, Advisor Group has taken the next step: hiring a new executive vice president of recruiting and acquisition strategy.

AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank.

Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.

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

Distressed-bank rollups were all the rage among private-equity and hedge fund investors in the early days of the financial crisis. The results have been decidedly mixed, as the following examples illustrate.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.

The rapidly emerging online distribution channel is attracting serious venture capital, while "do-it-yourself" firms with combined delivery mechanisms will be a "smart bet" going forward. See the list.

For advisors to the wealthiest families, a new report suggests that it's not what you do that matters -- it's how you do it.

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

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

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

Staff loyalty must be earned. Use these tactics to make sure your employees feel connected and committed to your firm's success.