Wealth Think

Here are some of the most common mistakes advisors make in running their practices -- and how you can avoid them, according to one practice management expert and former advisor.

As regulatory scrutiny intensifies, advisors must design and support policies and processes to avoid compliance missteps. New technology tools can help.

In the March issue, columnist Bob Veres cited seven "dirty words" that were hurting RIAs.

Your team shouldn't suffer abuse. Here's how to protect your staff and know when to bid a bad client adieu.

With an estimated $2 trillion "in motion" due to divorce or widowhood among American women, a thorough understanding of such major transitional moments may help financial advisors protect and even expand their practices.

A business can't have value without having profits. Understand how to calculate existing profits - and then make a plan to increase them.

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

Here are some of the most significant tax law changes to keep in mind this year as advisors prepare 2013 income tax returns and start planning for next year.

To help clients, make sure you understand the answers to a few of the most common Medicare questions -- and can suggest resources for more information.

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.