Consulting

Planners share their best tips for kick-starting the conversation with prospective clients.

As 2014 draws to a close, there may be more planning opportunities than ever before, but also more traps for the unwary, according to Grant Thornton LLP.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

Many investors would like to own high-yielding stocks that have very low risk. Unfortunately, in the real world, such beasts are extremely rare. The following 10 stocks are the current yield champs in the S&P 500 index.

How much money could the U.S. government potentially save by providing additional financial planning to service members?

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process.

In a room full of some 1,000 financial planners only about a dozen raised their hands when asked if they like their profiles. LinkedIn exec Jennifer Grazel offers advice on how advisors can make the most of this tool.

Clients searching for income? Here's a look at the 10 biggest dividend payers this year.

How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.

Finished your beach reading yet? Our Summer Reading List was so popular that we put together a sequel. Here are 10 of the top-rated books for financial advisors on Amazon.com. Enjoy these helpful titles on a getaway -- whether it's on the beach or on a business trip.

We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!

High compensation tends to draw top producers. So how do advisors fare at the various independent broker-dealers? The FP50 tracks payout across the top firms; click through to see the independent B-Ds with the highest average payout.

From gender inequality in the financial planning profession to the expansion of financial education and wellness programs, here are the most notable quotes from the past week's stories.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Having more control over your business is key to improving both capacity and profitability for your firm. We examine several important habits and behaviors that set apart the advisors who felt in control from the rest of their peers.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.