Practice

A new poll indicates that more men than women may be willing to hire women as their financial planners.

Your clients come from a host of different cultures, whether you realize it or not. What are you missing?

Our legal expert discusses how to make sure you're getting your due in commissions.

Here's how to host an event that builds client business and referrals—without all the awkwardness

It's not all pina coladas and sandy white beaches for overseas retirees.

Wealth management firms target their young ultra-high net worth investors to strengthen ties to keep the clients for decades.

A recent CFP Board sanction highlights the challenge for planners in identifying where they stand amid the range of compensation models.

Taxable account or tax-deferred? Where clients' investments are housed can be vital to total returns, but beware the pitfalls.

Five years after the meltdown, advisors still face a crisis of confidence.

Cambridge founder CEO Eric Schwartz is making big plans to preserve the firm's independence and viability for the long term - by giving away control now.