Miriam Rozen

Women are still underrepresented when it comes to owning independent firms, but there are reasons for optimism.

How to score big with business-owning clients and prospects.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

CPAs and lawyers grow weary of cold-calling financial planners seeking referrals.

Clever ways to build relationships with professionals in other industries can give your practice a boost.

When advisors plan unique events to gather clients and their friends, referrals follow.

Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

Disruptive entrepreneurs could set their sights on the financial advisory worlds.

Seven effective ways to convince the adult children of clients to become clients themselves.

How recent regulatory changes mark a pivotal moment for client/advisor relationships

Advisors who focus on getting all the assets of their crème de la crème prosper.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Hiring junior people can help free up more time for senior advisors to work with top clients.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

How multi-generational tax savings are achieved when parents help children start Roth IRAs.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.

After a death, identify and record the allowable partial steps-ups in cost basis of assets.