Generation X/Y investors are more likely to be dissatisfied with their advisory relationships than older generations, according to a survey by MFS Investment Management. Cost is the main reason Gen X and Y are not in love with their advisors, with...

Ultra-high-net-worth investors are relatively sophisticated; at least, they sure think they are. Spectrem Group recently surveyed more than 100 households with net worth of $25 million or more, and 46 percent agreed with the statement, I can do a...

Is a decline across society in manners having an impact on your team? Consider the ...

Merrill Edge is a serious challenge to the online brokerage powerhouses such as Charles Schwab and Fidelity Investments, as well as to independent and regional broker dealers, according to a new report from Aite Group. The report also suggests...

Financial advisors have been afraid of using social media for fear of invoking the wrath of their compliance department. They shouldn't be, since use of social media is correlated to higher assets under management

The ultra-high-net-worth market is drawing greater interest from financial advisors, who flocked to the Investment Management Consultants Association (IMCA) annual Advanced Wealth Management Conference in San Francisco this week.