Deal Activity Picks Up Financial advisory firmsZ seeking the best price for their practice might want to look outward rather than inward...

A World For Advisors

by Tracey Longo

The payoff for broker-dealers in their quest to add successful advisors has been higher revenues and more fee-based business.

Powerful Indeed

by Joel Bruckenstein

A financial advisor's guide to PowerPoint 2007.

Efficiency Vs. Efficacy

by David Lawrence

They may seem like opposing concepts, but they can work hand in hand.

What's Your Retirement Brand?

by Tracey Longo

Investors are fleeing brokers who don't discuss retirement income with them.

A Velvet Niche


National Retirement Partners, a network of retirement-focused advisors, has raised its game and clinched its own broker-dealer.


Pershing Launches Managed Account Network Pershing LLC, a subsidiary of The Bank of New York Co. Inc...


The Next Five Years Expect to see large-scale financial advisory firms with several billion in assets under management dotting the landscapes of most...

Now What?

by Richard B. Wagner

With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession.

The Big Picture

by Tracey Longo

Clearing firms stake their future on helping advisors' businesses grow.

Much-Needed Makeover

by Joel Bruckenstein

Profiles Professional Version 8.0 gets a new look.

One For The Ages


Always an entrepreneur, 90-year-old Joe Leonard reflects on almost 50 years in financial services.

Preserving Clients' Life Stories

by Mary Rowland

Financial advisors are in a unique position to help clients preserve their legacies as human beings, as well as their money.

Space Odyssey

by David Lawrence

Eliminating aisles full of files may seem difficult, but you'll benefit greatly from using office space efficiently.

Stating A Preference

by Andrew Gluck

The Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work.

Follow The Money

by Raymond Fazzi

Broker-dealers sum up the future of advisory services in two words: rich folks.

Custodians Lend A Hand

by Joel Bruckenstein

The large custodial firms are ramping up their technology assistance for advisors.


MassMutual Expands Retirement Income Focus MassMutual Financial Group created MassMutual Retirement Income (MMRI) for the retail...

Bucking the Trend

by David J. Drucker

Can wirehouses deliver on their advertising promises when employee restrictions are the same?

The Wisdom Of Crowds

by Andrew Gluck

Web 2.0 is the new Internet, and it will change your practice.