Practice

Firms are partnering with their advisors to help mid-market business owner clients retire.

The professor of law and taxation at the University of Virginia discusses the American Taxpayer Relief Act of 2012.

Advisors could see talks on oversight and a fiduciary standard move forward this year.

A run-down of the stories in this issue, including a discussion of emerging markets and using ETFs to reach untapped markets.

To lure advisors away from their desks for a few days, conferences need to offer more than they do now. Here are a few ideas to deliver a lot more value.

It's time to stop talking about 'finding your passion.' There's another strategy advisors should consider.

To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.

Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.

In a number of states, clients and prospects are seeking advice on managing new royalty cash.

AdvisorWorks offers advisors an 'outsourced infrastructure' and some smart features. But is it ready for broad use?