Practice Management

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Savant Continues Rapid Growth

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Savant Capital continues its fast-paced growth with the acquisition of Orion Capital Mangement, a boutique investment bank.

The Top Prize For Personal Wealth? Business Owners Own It

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Personal wealth is concentrated in the hands of American business owners -- to such a degree few financial advisors can imagine it.

PBGC Seeks Smaller Asset Managers To Invest $50M-$250M

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The agency that insures private defined-benefit pension plans is looking for smaller firms to manage bond investments.

SEC Proposes Increasing Risk Disclosures By FAs, Funds

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Among them: Advisors would be required to provide information on their social media activities on Form ADV for the first time.

FPA Hosts Program For New Advisors

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FPA Residency 2015 is to help new advisors establish solid careers, says the Financial Planning Association.

JPMorgan: Americans Don't Have Enough Ready Cash To Withstand Shocks

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If the threats of random car repairs, reduced work hours or an emergency hospital visit keep you up at night wondering how you'd make ends meet, you're probably not alone.

TIAA-CREF: College-Educated Hispanics Feel Financially Strapped

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Almost 60 percent of college-educated Hispanics find it difficult to cover their monthly expenses, nearly one-half feel they have taken on too much debt and most are not planning for retirement, says...

Facebook Might Consider Business-To-Consumer Chat For WhatsApp

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Facebook Inc. said it may allow businesses to contact users through WhatsApp, the first hint of how the social network might make money from the messaging service it bought last year.

Are Asset-Based Fees Becoming Obsolete?

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Asset-based fees trivialize the roll of financial planning in advisor/client relationships, according to a panel of fee-only advisors.

CFP Board's 'DJ' Commercial Strikes Chord With Public

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Silly as they may be, those TV ads from the CFP Board showing a disc jockey posing as a financial planner appear to be working.

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