Perhaps you’ve been advisor for a few years and are wondering whether branch management could be for you. As you ponder your next move, read on for some sound advice from others who have already made the leap

Borrowing best practices from the top advisory firms to enhance your bottom line

With the past year’s decline in the markets, assets are shrinking in the wealth management business. But some quarters of the industry are feeling it more than others—namely the wirehouses—says a new report from the Boston-based...

Despite a recent pact between Switzerland and the United States to share tax evasion information, Swiss franc fixed annuities have been attracting a lot of U.S. dollars of late. Sources estimate that Americans have been putting about $2 billion...

Seattle: "At a recent social event, I was in a conversation with a couple of people when one asked me the "So, what do you do?" question. I told him, 'I oversee financial affairs for some families in the area.' To which he responded, 'Oh, so you...

Last year was not a great one for the mutual fund industry, as investors yanked $226 billion out of stock and bond funds, resulting in the first annual net outflow from long-term mutual funds since 1988, according to data from the Investment...

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