Practice

Keep new leads coming in by branding yourself as a transition specialist.

When production stalls, advisors need to either get going or move on.

Getting clients together as a family unit not only helps build wealth, but also cohesiveness.

New legislation means big changes for estate planning. Here's what you need to consider.

Do your clients have plans in place to protect their valuable treasures from the elements?

While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.

Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.

The director of practice management at Genworth Financial offers advisors tips on avoiding common blindspots.

The regulator's staff will investigate nondisclosures, misrepresentations, and more.

The acquisition of Morgan Keegan added hundreds to Raymond James' wealth management ranks one year ago. Branch Manager Robert Brewer reveals how he made the transition.