Wealth management

“What we ... know is that there are a lot of advisors who think their entire value is wrapped around they’re delivering advice to clients and telling them how it’s going to work out,," Joe Duran, the CEO of United Capital said. "But the reality is that we don’t believe that’s the future."

Snowden Capital Advisors has added two advisor teams, the DiCiaccio Group and the LaMothe-Gonzalez Group.

Symmetry Partners, a registered investment advisory based in Glastonbury, Conn., announced the release of a new mobile application for its financial advisor clients on Tuesday.

To help its advisors grow their businesses, Cetera Financial Group is bringing on a fleet of new advisory and product sales consultants. The added manpower is intended to give each consultant and sales manager more time to provide in-person and virtual support to advisors as the firm re-engineers its advisor support regions, according to Cetera.

Social media marketing may be a foreign language that some advisors stumble with, but becoming a master of it is only a matter of time. Craig Faulkner, chief executive officer of FMG Suite and the company’s social marketing guru identifies some of the more common mistakes that can trip up advisors.

Securities and advisory firm, Multi-Financial Securities Corporation, announced today the signing of two new advisors, Dave Strunc and Nicholas Russell, founders of Sunrise Wealth Advisors, an Orlando, FL, based advisory firm.

The RIA channel is growing rapidly as firms with more than $1 billion in assets continues to drive growth, according to a report from Cerulli & Associates.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.

Advisors can be their own worst enemy when it comes to running a productive and profitable financial services practice. Faced with research, case studies and tools for improving their business, financial advisors often find ways not to adopt the habits that will ensure their success.

The annual gift tax exclusion, which has been $13,000 since 2009, will be $14,000 in 2013, the IRS has announced.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market. And check out the other top young advisors in the industry.

The Women Advisors Forum traveled to Newport Beach, Calif., on Nov. 15 for a gathering that featured new practice management ideas, strategies for success and market updates. Check out these photos for the day's highlights, and look out for more news from our upcoming forum in Boston on Dec. 17.

National Advisors Trust has launched an upgraded version of AdvisorDesk, the firm’s proprietary multi-custodian technology platform.

In the upcoming December issue, BIC will reveal its annual ranking of the Top 50 Bank Advisors. But in the meantime, here’s a sneak peek at advisors 41 through 50.

It’s no surprise the middle class bore the brunt, but what steps can they take?

Want to have deeper conversations with your clients? Start talking about philanthropy, says one expert.

What are the common mistakes well-meaning advisors make when working with women in couples? Wealth psychology expert Kathleen Burns Kingsbury breaks down the mistakes (and how to correct them).

Privately owned banks do not report to the SEC, but they can face challenges if they need capital. This list looks at banks with a physical retail presence and stock that cannot be readily traded on a stock exchange.