Practice Management

Panicked Clients? Don’t Tell Them Patience Pays. Prove it
When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.
There are many misconceptions about pay at advisory firms. Here are the most common. Read More »
Advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex. Read More »
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials." Read More »
Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets. Read More »
“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran. Read More »
Top executives including Morgan Stanley's James Gorman and Wells Fargo's CFO John Shrewsberry said they must develop robos to complement their sales forces. Read More »
Creating a donations plan will help your firm make the most of its time and money, as well as engage employees. Read More »
A recent tax law creates a permanent 100% tax exclusion on capital gains from C corporations. Read More »
To get maximum value, advisors need to look at their firm the way a venture capital or private equity firm would evaluate a start-up, says Fidelity’s David Canter. Read More »
To attract and keep successful clients, advisors need to be transparent about fees. Here’s how one advisor navigates those touchy conversations. Read More »
The industry is bracing for an increasingly regulated advisory landscape. Here's what advisors need to know. Read More »
Research shows there are more payoffs to transparency than just meeting stringent compliance and regulatory demands. Read More »
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