Practice

Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners

Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most.

Everyone agrees that the current mishmash of legal oversight doesn't work. Here's a framework that could clean up the mess.

By practicing meditation and learning other stress-reducing habits, advisors can improve their practices - and their lives.

It's been nearly 3 months since I left my former firm to start my own. Here are a few strategies that have helped me so far.

Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves.

The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others.

If clients look at their access to you as one of the most valuable aspects of working with your firm, how much value is left in the firm when you leave and how will you ever have enough time? This is the “access to principals” paradox, says referral expert Steve Wershing.

Mike Boosel of Baird turned a part-time teaching gig, helping seniors learn about retirement planning, into a lucrative source of clients.

Federal prosecutors brought criminal charges against SAC Capital on Thursday. Dubbing SAC “a veritable magnet of market cheaters,” authorities argued that the company allowed a “systematic” insider trading scheme to play out between 1999 to 2010. It is deemed that the scheme generated profits for the firm in the hundreds of millions of dollars.