Practice

Consolidation is everywhere so it pays to keep your eyes and ears open for opportunities.

Advisors need to redefine their role when it comes to wealthy families and their heirs.

Advisors should be helping clients get in touch with their inner chief executive.

The presumptive Republican nominee has given almost no details about his plan to replace the Dodd-Frank Act

The founder and president of The Client Driven Practice discusses his book, which details how to increase referrals.

Four major flaws in proposed FINRA legislation that will hurt independent financial advisors and those they serve, according to NAPFA.

The new feature will allow Putnam 401(k) plan sponsors to provide their participants with a customized estimate of future health care costs.

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

Ultra-high-net-worth households saw the largest amount of growth in 2011, and that segment is expected to grow at the fastest clip in the next five years at a projected compound annual growth rate of 8%, according to Boston Consulting Group’s 2012 Global Wealth Report released on Thursday.

Fidelity's latest poll offers some surprising answers: advisors are spending less time on client service and more time on risk and compliance.