Practice Management Articles

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Financial Advisors' Events Can Make Lasting Client Impression

by

Social media may be top of mind for financial advisors, but many find there is no substitute for old-fashioned, in-person client events.

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The Colony Group Acquires Long Wharf Investors

by FA Staff

The Colony Group’s acquisition of the Boston-based RIA brings its assets under management to about $3.75 billion.

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College Teams To Compete At FPA Conference

by FA Staff

Eight teams of college students will test their financial planning knowledge at the FPA Annual Conference being held in Seattle this September...

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Fidelity Clients Offered Greater Access To IPOs

by FA Staff

Fidelity brokerage clients now have an opportunity to participate in IPOs underwritten by Credit Suisse, according to both companies.

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LPL Financial Adds $592 Million Firm To Platform

by FA Staff

The nation's largest independent broker-dealer has added IHT Wealth Management, a new, hybrid RIA based in Chicago.

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Number Of Women Using Financial Advisors Is Declining

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Nationally, only 31 percent of women use a financial professional, down from 48 percent in 2008, according to a Prudential study.

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Florida RIA To Sell Firm For $60 Million To Boston Private Bank

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Boston Private Bank & Trust Company has agreed to buy Banyan Partners LLC for $60 million in cash and stock, the firms said Wednesday.

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HighTower Secures $100 Million Bank Loan

by FA Staff

BMO Harris Bank and PNC Bank are providing the financing.

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Retirement Is Not A Feeling

by Robert Laura

Here are four steps that advisors can take to help clients avoid letting their feelings drive or alter their plans in retirement, says columnist Robert Laura.

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The 10 Largest Employee-Owned U.S. Companies

by FA Staff

More than 2,600 U.S. companies are employee-owned, with nearly 710,000 employees having a stake, according to the National Center for Employee Ownership.

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