Chelsea Emery

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

The big shift in future planning: Tech that predicts behavior, says Charles Schwab’s Bernie Clark.

I had a strong opinion. Then our reporting changed my mind.

A closed-end fund can provide a steady income stream for clients, but advisors often make misleading assumptions about the regularity of monthly distributions. Here’s what to watch for.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

Recruitment is ongoing — not a one-time sales pitch.

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer.

Independent broker-dealers have changed with the times. Our annual ranking has, too.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

Every time the firm has broken one of its recruiting rules, "it's come back to cost us," says Executive Vice President Aaron Schaben. Plus, Schaben's views on compensation, succession planning and dogs at the office.

There are some surprising similarities between the manufacturing industry and a planning career. Here's what you need to know before you start either one.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

Firms are seeking these three specialties.

At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.

The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.

Once deeply wary of digital tools, planners may be turning a corner.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.