Paul Hechinger

Advisors can better serve their own practices by thinking of non-traditional ways to help.

Even small firms and solo practitioners can reap the benefits of working with a group.

Pricing models can be a barrier to signing up millennials, especially when advisors have asset minimums.

The strong winds of compliance are sweeping over an increasingly regulated advisory landscape. Here's what advisors need to know.

Bring in suitable clients in the first place, so they can reel in similar prospects.

Advisors who narrow their focus may find it pays off in terms of new clients.

By deepening relationships with clients, a goals-based approach can lead to more business.

Software and apps can engage clients and make an advisor’s job easier.

How a deeper understanding of your clients and what's important to them can lead to increased client retention and referrals.

Jittery markets this year proved the value of goals-based planning for advisors using new technologies and strategies to provide the service their clients want, say executives at wealth management firms.

Advisors should customize their strategies and stay involved.

Advisors should customize their strategies and stay involved.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

The wirehouse picked up five recruits from J.P. Morgan, Credit Suisse and Morgan Stanley.

Firms that rely on a few individuals or just one person should look at ‘key person’ insurance.

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

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

In an uncertain market, these can offer tax savings and flexibility that avoids risk.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.

For some clients in high-income tax states, incomplete non-grantor trusts may be just the ticket.