Practice

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The Social Security mistake even its reps are making; calculating required distributions from your retirement accounts; should you drink the annuity COLA?

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

Planners who started their professional lives in other fields identify the crossover skills that make them successful.

With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.

Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help.

Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.

The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.

Mass-affluent investors are a confused group, so advisors need to set clear expectations about the markets, as well as the help they can provide.

Regulators in other countries are able to act more easily because there are "just fewer decision makers.”