Client retention

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Technology is rapidly changing many, but not all aspects of the business.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.