A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.

One goal is achieved, another is established, and the beat goes on.

National Planning Holdings (NPH), the independent broker/dealer network of Lansing, Mich.-based Jackson National Life Insurance Company, plans to roll out a social media initiative this fall, which will allow its 3,563 reps to use Twitter...

New research from Aite Group shows that the online brokerages continue to take market share of wealth management assets from the wirehouse firms—something that surprised Aite Group analysts.

After studying Capgemini’s recently-released 2011 U.S. Metro Wealth Index, wealth management firms who aren’t doing business in the New York or Houston markets may be asking themselves why not.

U.S. wealth management firms run the risk of losing business due to poor on-boarding—the transfer of an advisor’s clients and assets from his old firm to a new one, according to a new survey from Aite Group.

Research shows financial advisors are relucant to raise their prices for the services they offer, particularly after the 2008 crash damaged so many portfolios. But firms that review their pricing each year tend to have higher profitability per...

When an FA breaks away from his full-service broker/dealer to move to an independent firm, it is the ultimate test of client loyalty. And potential breakaways have gotten more confident that they'll hold onto client assets versus two years ago...