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As you approach the new year, resolve to use some of this new research to run your practice more effectively.

The landscape is new and far more complex than it was a year ago. That requires some new strategies for clients.

A client seeking long-term care funding may be able to get it by swapping a life insurance policy.

The survey data tells us what's been going on this past year, but it doesn't tell you what's going to happen next year. Here are a few modest technology predictions for 2014.

Advisors' attitudes improve for the second month in a row.

Some planners have found profits - or at least satisfaction - selling assistance or products to their peers.

Vista Wealth Management specializes in working with executives from Silicon Valley, many of whom are young and newly wealthy.

Muni fund managers are trying a variety of strategies to protect holdings from volatility when the Fed starts to taper.

Growing firms may need to rethink processes, tools, relationships and staffing strategies.

Many RIA firms are tempted to use new trust companies to avoid losing clients to big banks. Some experts warn against it.