Financial advisors experienced a boom year in 2014, earning record revenues while increasing client assets under management and client retention, according to a new report from PriceMetrix. Advisors’ assets under management and revenue have ri...

Ultimately, advisors need to change the mindset of their clients, who increasingly should be thinking about when they can take IRA distributions, not when they have to.

Expanding the options

Do you host events that seem like merely client appreciation events, and have very little prospecting potential? If so, you’re not alone.

A mini Ric Edelman? | Copyright Oli Scarff, Getty Images Ric Edelman’s “exponential technology” strategy for investment management is now a BlackRock ETF.  The new iShares Exponential Technologies ETF (nysearca:XT) began with the Edelman F...

It’s more complicated than just requesting a check.

Wells Fargo Advisors will allow 1,000 of its advisors to use social media by the end of 2015 and 5,000 by the end of 2016, the St. Louis-based brokerage said. Two years ago, the firm launched a pilot program that allowed 100 advisors to use...