Practice

A new partnership can boost a firm’s revenue, but without a formal written plan, things may go awry.

Three in five retirees cite staying mentally active as the reason they want to continue working; plus, if clients work in retirement, they should keep this in mind.

Advisors' biggest concern is that converting to a fee-based model will lead to a drop in income. But it doesn't have to be that way.

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

The commission also settled related charges against First Southwest, a financial advisor, for failing to document its advisory relationship with the agency for seven months.

Advisors are now recommending reverse mortgages as a good option for clients to boost their retirement income, thanks to new housing rules; plus, how not to let divorce derail your clients' retirement plans.

Solo advisory owners have it tough. How do they manage to oversee a practice, meet client needs and still have a life?

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Do it first and do it right, or another firm may poach your people.

One firm injected youth into its practice by making dramatic changes.