Updated Saturday, August 23, 2014 as of 1:20 PM ET

Practice

Use these rules to find your target audience, market your theme and deliver your remarks with confidence.  More »
Advisors need to take a more active role in engaging with college and university programs to help bring more students into the workforce, said industry officials at the CFP Board's recent academic conference.  read more »
Many U.S. households are not adequately prepared for retirement, according to a new report from the Federal Reserve that found 31% of non-retired respondents indicating they have no retirement savings or pension, including 19% of those ages 55 to 64.  read more »
HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets.  read more »
Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?  read more »
Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services.  read more »
Bank of America must pay a record amount for mortgage-related claims, but the accord still leaves questions about tax liability and other banks in the government's crosshairs.  read more »
More small banks are engaging on social media and are finding ways to highlight their community involvement, promote their personalities and better connect with customers.  read more »
As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.  read more »
Connecting With Clients' Children
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