Wealth management

Linscomb & Williams, which has $2.7 billion in assets under management, hired Abigail C. Gunderson, Ryan L. Patterson and Lauren J. Bain.

Advisors should encourage their clients to take advantage of current gifting opportunities, now that individuals can give others cash gifts up to $13,000 tax-free.

Legacy expert attorneys Danielle and Andy Mayoras say the saga surrounding the estate of one-time child TV star Gary Coleman provides yet another learning opportunity for advisors and their estate planning clients.

The Women Advisors Forum in New York on April 26 marked the second conference of a six event series touring the country this year. Check out these photos for highlights from networking opportunities key sessions on career advancement, recruitment, investing, social media and more. And stay tuned for more on upcoming events in Dallas, Chicago, Boston and Southern California.

Creating a successful marketing plan is a daunting challenge for any wealth manager. Here are 10 ideas to help get you headed in the right direction.

Citing enhanced technologies and retirement planning support for its advisors, National Planning Holdings announced first quarter 2012 sales and revenue gains of 15.7% and 8% respectively compared to a year earlier.

Bank of the West Wealth Management has hired Scott Cripps to oversee the group’s fiduciary responsibilities to affluent and high-net-worth clients.

Trying to grow your practice? Here are 12 methods that can help.

The companies, based in Fort Lauderdale and San Francisco respectively, have been fighting an uphill battles against larger competitors. They said in a press release Tuesday that the merger will create a firm, with the scale and resources to provide an alternative for independent investors.

Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoon’s family as yet another example of why it’s so important for clients to have their estate planning and legal affairs in order.

Advisors and executives from across the financial industry descended on Chicago for the 2012 NAPFA National Conference. Check out some of the images from the event from our correspondent, Mike Byrnes.

Botsford Group specializes in asset protection strategies, and manages clients’ investing through its proprietary Lifestyle Driven Investing approach.

Investors are as satisfied with full-service investment firms as they were before the recession, but client expectations have spiked, according to a J.D. Power and Associates study. Which firms are investors most satisfied with?

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility. Also check out other executive changes from inside the channel.

Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships.

The new platform, introduced by Beverly Hills Wealth Management, enables RIAs and advisors to streamline access and usage of cloud-based service applications and IT security

Launched in October, Cetera’s Mutual Funds/Exchange Traded Funds Advisory program allows advisors to assemble portfolios of investments from three diverse strategists in a single customer account.

The Women Advisors Forum on March 13 in Boca Raton, Fla., marked the first of a tour of six events around the country this year. The event included new sessions on winning strategies to build business, how to work with widows and preparing clients for decumulation. Most of all, the forum provided an opportunity to network. Check out these photos for some of the day's highlights.

RIAs who use the combined service will be able to pull up daily client balance, holding and transactional data through ByAllAccounts, plus the reporting capabilities of Portfolio Pathway

Meet the 2012 Top 20 Program Managers. We considered four factors in this year’s ranking: growth in team production; growth in team assets; average production per advisor and number of FAs the manager oversees. Our next issue will include all the data points as well as bios. In the meantime, enjoy the slide show and congratulations to the winners. Plus, here’s a link to last year’s winners. And, here’s a link to 10 who just missed this year's list.