Wealth management

Most Americans, 81%, say they plan to give the same or more to charity this year, up nine and 18 percentage points from 2011 and 2010, respectively.

With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save your clients money once things start getting serious.

Marketing is not a one-shot thing. It is about finding a need and filling it over and over again to generate predictable results. Choose one of these action items and grow your business today.

For a new RIA to be managing $520 million for some 3,000 investors within six years is noteworthy. When that RIA was founded by an estate planning attorney, there must be a surprising reason.

Brown Advisory, a Baltimore-based independent investment management firm, hired Christopher Bartlett as a partner in its Baltimore office.

Almost one in two consumers (47%) say they keep the majority of their assets with banks, up from 44% in 2011. Self-directed firms and full-service brokers, in contrast, had only 28% and 15% of the market, respectively.

The hybrid RIA firm says it chose LPL after a 'Bachelor'-style bakeoff.

Advisors all desire employees who know what you want even before you speak. While these type of people are typically a needle in a haystack, there are ways to optimize the staff you have already.

The value of RIA mergers and acquisitions activity for 2012 looks set to top 2011 totals, according to a new report.

Raymond James' annual Women's Symposium in St. Pete, Beach, Fla., in October, offered an opportunity for Raymond James' advisors to hear from the firm's top executives. Select female Raymond James advisors were also recognized with Women of Distinction awards, for their work in their communities and as advisors, and Top Advisor awards, based on their production levels. Here's a look at those winners and other conference highlights.

The worst one-day crash in stock trading took place 25 years ago on October 19. Here's a look back at Black Monday, on its quarter-century anniversary.

Compared to other types of advisors, 40% of wealthy investors in that range were likely to choose a full services brokerage (such as a wirehouse or regional broker-dealer) over another advisor such as an RIA or accountant.

As you navigate your way around the future of mobile technology, there are signposts that you must be aware of so as not to make a wrong turn and end up in a perilous situation. Here are four things advisors should watch out for to make the most out of mobile technology.

Not returning calls from a spouse or significant other may land you in the dog house, and the same goes for your million dollar clients. Waiting too long for a callback from an advisor was the number one reason, even more crucial than giving the right advice, that clients went looking for someone Check out the top five, according to research on millionaire clients from Spectrem Group and its subsidiary, Millionaire Corner.

“We see RIAs increasing market share by 0.5% to 1% a year,” said Scott Smith, an associate director at Cerulli. “as the full-service firms experience an erosive but not a catastrophic decline.”

A team of six financial advisors have left Prudential to form Capstone Affluent Strategies, an independent wealth manager that has partnered with LPL Financial.

For bank advisors looking to advance their careers, there’s no better news than a promotion or a new job offer. Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Nearly five years after relocating to Washington, the CFP Board has increased staff and certificants as the organization has actively engaged in the policy debates that will shape the regulatory landscape that impacts the regulatory industry. Check out a photo essay that looks under the hood of this vibrant organization.

As 75 million Baby Boomers stand at the edge of retirement, most will have to look beyond government programs to sustain their standard of living. Here are six things advisors and their clients should be aware of when setting aside income-generating retirement plans.

While advisors might not snag designer Cynthia Rowley for their next client event, LearnVest Live showcased some important elements of a fun, successful client event. Check out photos from the event and read the blog to see what lessons advisors can take away.