Practice

Tax forms from the federal government and many states may be delayed in the aftermath of the fiscal cliff legislation, one of the largest tax preparation chains warned.

Blogger Craig Faulkner says he is tired of hearing people his age talk about how confusing all the new technology is. He is convinced that most advisors are more intimidated by the idea of technology than by the technology itself. Check out three tricks to help you get the jump on all of the new data, devices, and demands they make on your brain and your time.

The last-minute tax deal cobbled together in Washington contained several key elements for estate planning. Now advisors can break the good news to wealthy clients:

If you want to grow your practice, you need to get your lead generation efforts in shape. That means making time for networking.

Clear communications are vital to your client relationships. But repeatedly explaining the same complex topics can be time-consuming -- and allows room for error.

There's nothing quite like the feeling of coming out from under a guardian's wing.

Making a to-do list probably sounds like a very basic time management tool, but the following approaches can help refine your list-making practice and make it even more useful.

It's a big happy family for Hartford Mutual Funds, which announced today five new additions to its team.

In the most recent move by a large firm to help planners solve pressing succession issues, Cetera Advisor Networks is now offering its regional directors, s well as other small- to mid-sized broker dealers, the opportunity to sell their businesses to Cetera.

Advisors anticipate some additional tax questions and continued concern for clients in the high net worth bracket.