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Financial advisors are tuning up their video skills and using YouTube to build branding, net clients and sell newsletters.

Clients tend to fall into classic types. Here’s how to identify and woo a few common ones.

Financial advisor Ric Edelman takes his advice business into cyberspace.

Enthusiasm for the financial quarterback role is growing among the super-rich, according to research released Wednesday by Morgan Stanley and Campden Research.

“Women’s initiatives” have become the industry’s hot dot of the moment, but most firms are missing the mark: With women, one size does not fit all.

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In 2011, the number of high-net-worth individuals (HNWIs) increased but the pool of wealth declined, which was primarily driven by a loss of wealth for ultra-high-net-worth investors, the latest World Wealth Report says.

High-net-worth investors have always been the holy grail, so to speak, of client relationships. And a new survey by Aite Group says if you want to get wealthier clients, you should be looking across the aisle. According to Aite, wirehouse ...

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