Practice Management

Updated Friday, May 24, 2013 as of 4:15 AM ET

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Restoring Investor Trust

John Rogers, president and CEO of the CFA Institute, discusses how financial advisors can help restore confidence in financial institutions through self-regulation. more »

Strategies for Quantum Growth

Acquiring a practice or hiring another advisor can offer your business a boost beyond that of traditional organic growth strategies like networking and referrals, says advisor Geri Pell. more »

How to Attract Business From Non-Traditional Families

Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market. more »

How Advisors Can Stand Out From the Crowd

The average high-net-worth investor is changing and that spells a significant opportunity for advisors. more »

CFP Board Aims to Increase Female Planners

Read any number of studies, or just glance around most industry conferences and you'll see it: Women make up a noticeable minority of the financial advisory community. The CFP Board is trying to do something about it. more »

Does More Women on Corporate Boards Create Better Performance?

The difference shows up in profits margins, return on equity and a variety of other financial measures, according to the research findings, according to Eve Ellis, a financial advisor with the Matterhorn Group at Morgan Stanley Wealth Management. She says companies with significant female representation on boards and in senior leadership positions have stronger financials than those that do not. more »

9 Tips for Teaming Up

Coupling up, in the business sense, can increase income by 32% or even more, according to a recent Fidelity study. more »

Don’t Let Volatility Blind You

Rocco Carriero, an Ameriprise Financial advisor, warns investors to focus on strategy and asset allocation as opposed to being blinded by volatility. Read More: Are Stocks Really More Volatile Now? more »

Fears of Aging Clients Overstated

Reports that aging clients may not be able to make sound financial decisions because of declining cognitive skills may be overstated, said Laura Carstensen, professor of psychology and head of Stanford University’s Center on Longevity. more »

4 Tech Tools to Expand Your Practice

Technology innovations are critical for advisors to remain on the cutting edge and retain the next generation of clients. more »

For Mother’s Day, 9 Tips for Female Clients

With Mother’s Day just around the corner, millions of Americans are shopping for flowers and gifts. But some advisors may want to offer female clients something more substantive: financial security. more »

Revamp, Reinvest and Reinvent Your Way to a Thriving Practice

“This is not an easy business,” Carson told an audience on Thursday of over 500 advisors at the 24th Peak Excell Meeting. “It is a rewarding but difficult business … and we have to constantly reinvest and reinvent.” more »

Tech Investment: $100,000 Yields $1 Million

Want a technology investment with a real payoff? Steer clear of hot Internet stocks. Instead, make a technology investment in your own practice. more »

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