Advisor strategies

What the next generation of tech innovation means for planners.

"Maybe commissions aren’t so evil after all?"

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.