Practice

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Michael Parker joins the regional firm as it ramps up recruiting efforts, netting a number of large wirehouse teams.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Practices can almost get rid entirely of expensive outside accounting services.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

When experienced advisors mentor new planners, they transform the profession in the process.

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.