Economist predicts weakness, slow growth will persist in world markets
Advisory firms are using secure BYOD software as use of personal smartphones and tablets grows.
Competition for deals increases as more buyers are chasing fewer sellers across the independent broker-dealer space.
Your new competition for wealth management clients can come from anywhere, according to marketing and tech maven April Rudin.
He will remain head of the DC business; Bruce Wolfe is COO of new business.
After more than 25 years at the firm, Chet Helck, CEO of Raymond James private-client group, says he's ready to step down. But the executive will remain as a special senior adviser at the firm through the end of the year.
How are traditional data tools adapting to this bold new era of BIg Data?
A little more than a year after Raymond James introduced its Goal Planning and Monitoring software powered by MoneyGuidePro to its advisers, the firm reports that the software has been used to create 50,000 financial plans.
Despite an acquisition spree, REIT czar Nicholas Schorsch insists that his goal is not to get bigger — it's to get better.
As it pursues a series of broker-dealer acquisitions, RCS Capital Corp. has signed on with smart-data technology startup Vestorly in a digital-marketing deal designed to connect brokers with client prospects.
Less than 10% of advisers actually have a formal referral process that is proactive in nature, have documented steps that can be measured, and a process that is systematized to become a powerful growth engine. Timothy Welsh writes: This needs to change.
Mutual fund giant seeing fees, assets decline but 401(k) business strong
The content sharing platform offers advisers insight into potential clients based on their online activity.
Premarital agreements are on the rise, and they're no longer just for the wealthy
Make no mistake — the focus of a technology company has relevance to advisory firms. Just think innovation.
Uneven recognition of same-sex marriage will make for a complicated tax year.
To qualify for survivor's benefits, spouses must have been married nine months, except under certain conditions.
Don't celebrate just yet: financial planning pitfalls still abound.
Using the major social-media network for business doesn't have to be complicated.
The story of how George Bailey and his Building and Loan touched and influenced the small town of Bedford Falls and beyond draws strong parallels to the modern-day adviser trying to do what is right for his or her clients while protecting them from the Mr. Potters of the world.
