Practice

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Advisory firms are embracing social media to help with recruiting and hiring talent. Keep a few rules in mind.

Variable annuity net new sales are expected to surge in the coming years after taking a dive in 2012, according to research firm Cerulli Associates.

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

Mark Spangler, who used NAPFA affiliation to attract clients before losing most of their assets, was taken immediately into custody at his sentencing.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.