What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
How Advisors Should Explore the Social Media Universe
The digital parallel world opens a new frontier of financial marketing and communication
Stifel Agrees to Buy Barclays’ U.S. Wealth Management Unit
The deal should add some 180 advisors to the company, which recently bought Sterne Agee.
529 Plans: The College Savings Tool Most Families Don’t Know About
About two-thirds of families don't know what a 529 plan is, according to a recent survey. Here's what your clients should know.
Is College Still a Good Investment?
As costs rise and standards sink, helping clients get their educational money’s worth is a growing challenge.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
Wells Adds 5 Reps as Raymond James Grabs One of Its FAs
In other news, U.S. Trust shares the names of its latest recruits, and two divorce-focused groups merge.
New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
10 Worst States for Retirement: 2015
Weather, crime and taxes make some places less desirable than others.