Practice

A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

How clients who get a head start covering certain costs can boost deductions. Plus, breaks that will likely disappear when Trump takes office.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

The former broker is accused of making false claims about his client list at Stifel to earn a compensation advance from another firm.

Advisers will not be able to serve as many clients under a fiduciary standard, which likely will encourage more cross-selling.

One tip: Stop focusing on gaining new followers.