Practice Management

Updated Wednesday, June 19, 2013 as of 6:43 PM ET

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Advisors: Talk About Fees Up Front

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Cultivating Next-Gen Clients

Networking and a hands-on approach to learning about investing, running the family business and entrepreneurship are the best ways to attract and retain next generation clients, according to the head of one of the industry’s most successful and longest-running Next Gen programs. more »

5 Ways for RIAs to Increase Productivity

To compete with larger industry players, RIAs must improve their processes, according to a new study by Aite Group and Envestnet/Tamarac. more »

Is Your Attire Costing You Clients?

In this era of business casual attire, are you costing yourself potential clients by not dressing the part? Thomas and Robert Fross of Fross & Fross Wealth Management explain the power of dressing for success. more »

What Keeps TD Ameritrade Execs Up at Night?

Advisors who don't prepare their firms for demographic changes, regulatory uncertainty, and succession planning are setting themselves, and their firms, up for failuae. more »

Measuring the Value of Providing Good Financial Advice

Most planners do a lot more than select investments. So how do you measure the value of providing financial planning? more »

Snapshots from the Women Advisors Forum Dallas

Women advisors descended on Dallas for the recent Women Advisors Forum. The day of educational sessions, discussion and networking opportunities featured an array of topics from how to use complex assets for charitable giving to succession planning and what it’s like to start your own business after starting out at a wirehouse. more »

3 Biggest Challenges for Advisors: Tibergien's View

“I think probably the No. 1 area of angst for advisors running their own firms is the efficiency of their business,” Pershing's Mark Tibergien said Thursday during an interview at the Pershing Insite conference. more »

How to Attract Next Generation of Affluent Investors

Advisors must adapt their thinking and shed their stereotypes about today's "modern family" if they want to attract more high-net-worth clients. more »

Digital Marketing: Beyond Social Media

As technology evolves, more firms are looking beyond a social media strategy to develop holistic digital marketing programs. Blane Warrene of RegEd insights on compliance for digital marketing. more »

Advisors Fault ‘Value-Add’ Support Programs

So called “value-add” programs and tools from vendors are getting the attention of financial advisors and influencing their behavior, according to a new study, but still leave much to be desired. more »