Practice

Appearing before groups is part of an advisor's job. Here's how to beat the public-speaking jitters.

When a relative or friend asks for free advice - or even seeks to become a paying customer - it may leave an advisor in a tough spot.

Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients.

Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.

Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.

Friction between the generations has been around forever. But does it actually matter in the workplace?

Not all advisors have the talent to be rainmakers, but most can learn to identify and encourage sales skills in others.

Your employees, colleagues and clients have all been shaped by defining experiences. Take the time to learn them.

Make sure you have a plan to reassure clients and keep them on track the next time the markets tumble.

Topics at this Women Advisors Forum event included behavioral finance, tools for working with widows and divorcees, the need for succession planning, strategies for philanthropic giving, ways to get more women into the planning industry and more.