Practice

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Once the workload has become too much, be careful and deliberate about teaming up.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

The positioning leaves the biggest speculators at odds with an increasingly skeptical analyst contingent on Wall Street.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

Previous life stages all have compelling examples and clear stories that guide and engage us through the decades. Retirement, not so much.

Clients may not even know the right questions. You need to tell them, and provide the answers.

Some bright spots for advisers: A surprising number of boomers have not begun saving yet for retirement; and millennials will need decades of advice.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

The wirehouse's three newest recruits are all industry veterans.