Practice

Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.

Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value

Planners report that these worries and uncertainties dominate their thoughts about the profession.

When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.

Younger planners have their own priorities. If you're investing in their professional development, consider these ideas to ensure they will stick around.

A new study of high-earning advisors offers 5 clear success tips.

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners.

Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here's how they may affect your clients.