Executive vice president at Fidelity Institutional Wealth Services and head of Fidelity's Practice Management and Consulting organization.

Raymond James & Associates PAX Partners, Wayne, PA.

Investment advisors don't want to miss out on the marketing possibilities offered by social media.

October marks the two-year anniversary of the creation of the Troubled Asset Relief Program, or TARP.

Advisors have too many small clients, which drag on their profitability.

But which one? Gold mining stocks or gold bullion?

Despite lucrative offers, FA switching is down.

California may be heavily in debt, but it's still the Golden State as far as financial planners are concerned.