Bruce W. Fraser

Best ways to bring two firms — and distinct cultures — together.

Best ways to bring two firms — and distinct cultures — together.

Make sure to devise a clear, easy-to-understand plan that correctly values the business.

Advisers share how they dealt with various aspects of transitioning.

Clients and advisers must work closely together to secure a client’s golden years.

Cheap and fun choices abound for those who are counting their pennies.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Here are 4 steps to take to set yourself — and your firm — apart.

Here are 4 steps to take to set yourself — and your firm — apart.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

This method allows advisers to focus on market data evidence and academic research.

Modifying popular claiming strategies opens up new client opportunities.

Modifying popular claiming strategies opens up new client opportunities.

To make sure that clients don’t outlive their savings, use this tactic.

To make sure that clients don’t outlive their savings, use this tactic.