Practice

Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting.

FP's new Retirement Advisor Confidence Index will help planners gauge industry business conditions

When we began to redesign Financial-Planning.com earlier this year, we asked ourselves what do planners want most from our website? No surprise, we quickly realized, they want what we want: more vital content, enhanced functionality, better connections with the planning community and speed.

Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.

Instead of fighting against bad proposals, shouldn't the RIA community be proposing better alternatives?

A strong leadership plan will not only help you identify the right successors, it is also the centerpiece of any successful transition.

Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).

Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.

It's not always easy to work with highly successful business owners, but the effort can be rewarding.

The two Republican members of the Securities and Exchange Commission said they are not opposed to further reform of the money fund industry, but that changes advocated by Chairman Mary Schapiro "were not supported by the requisite data and analysis.''