Chelsea Emery

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Wealth management firms will retain employees when they offer flexibility, not just one-off perks.

Many wealth management trends never caught on. This one is no passing fad, however.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

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.