Don’t get friend-axed. Use Facebook to build, not hurt your personal brand and to build key relationships.

Institutional wealth management businesses (401(k), 457, 403(b), 529, stock plans, etc.) contain significant assets but are often only seen as recordkeeping / service-based businesses by senior management. For a variety of reasons, many are...

You never know what to expect when prospecting in social circles.  Affluent prospects, like people in general, come with a rainbow of personalities.  Some are polite, others are obnoxious, while still others act like they couldn’t...

A third of plan sponsors not working with an advisor say they’re likely to do so in the future, and six in 10 plan sponsors with assets between $25 to $75 million expect to hire an advisor, according to a new study by MassMutual. This...