Practice

What you don't know about your client's risk tolerance can hurt you both.

Can you thrive when you're the one watching everyone else score big deals?

Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.

Here's how to talk to your clients about retiring when they don't want to.

IRS private letter ruling gives heirs choices about annuities.

What can you say without crossing the line and violating a non-solicitation agreement?

A run-down of the stories in this issue, which includes a discussion of alternative investments.

Do you know when a customer complaint is reportable?

A. Heath Abshure, the outgoing president of the North American Securities Administrators Association discusses his tenure.

Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup.