Practice

Who will take over the practice when you retire?

Former-NFL football player-turned Merrill Lynch advisor Reggie Wilkes is helping players and their families manage wealth: "I felt there was a need for someone to support their efforts to overcome the cycle of financial failure."

As people live longer lives, clients are ever more worried about outliving their assets. Advisors are helping them stay calm about maintaining their lifestyles in retirement.

Industry struggles have meant a raft of changes for planners and their clients.

As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement.

Firms that divide clients into groups to allow varying service say it helps the practice and improves the overall experience.

From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms.

If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong.

Advisors can find themselves in a catch-22 when their clients begin showing signs of dementia.

These are the types of articles that your clients are reading about retirement planning. You should too.