Practice

Cambridge's Amy Webber says promotion is next step in complex internal succession plan.

Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.

Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'

Make no mistake: Bringing on new talent is a high-risk endeavor. Be sure you get it right.

Social Security is a numbers game, with age being the key to many of the decisions. Here's a convenient reference list of the pertinent ages and what they mean for your clients.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

A well-planned event can help you reach high-level prospects—here's how to turn them into clients.

New “article” pins allow users to share more than just photos and advisors should pay attention.

John Lindsey, who left Edward Jones in 2012 and won a FINRA arbitration case against his former firm last summer, has launched The Bold Advisor to provide support, guidance and information to breakaway advisors.

For a high-income individual taking an unexpected hit, a Roth IRA conversion can be a smart solution.