Practice

Here's what it takes to find and keep high net worth clients.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.

Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

After a recent Tax Court ruling involving prohibited transactions inside an IRA, two investors face steep penalties.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.