Financial Planning

Even as advisors take advantage of an SEC rule that allows them to use client testimonials as part of  their...

For prospective customers who find a financial advisor online, the little button inviting them to "book an appointment" marks a...

Marketing for new clients through education has long been a popular approach for financial advisors. Whether it's conducting seminars or...

The rapidly growing wealth manager &Partners has gone back to Wells Fargo to recruit a team managing roughly $1 billion...

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that...

UBS has to pay more than $1.2 million to a former client whose lawyer says she saw her life savings...

Citi plans to add more than 400 advisors and personal bankers to its U.S. branches and Citigold unit for wealthy...

Financial advisors with clients who are worried about the impact of politics on their retirement security express a mix of...

Wells Fargo is off to a strong recruiting month after picking up its third advisory team with more than $1...

UBS CEO Sergio Ermotti said the firm "cannot rule out" an acquisition when looking at growth paths for its business...