As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.
Check out the top 10:
You know you're supposed to provide great client service. Is anybody telling you how to do it?
The administration's budget seeks 6 major changes related to IRAs and 401(k)s.
Growth is a goal -- and a hurdle -- for many firms. So what are advisors doing to attract new business?
Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. Here are a few of the biggest myths.
After a strong response to our summer reading list for advisors, we decided to expand it. Here are the 20 books that financial advisors said -- via Twitter, LinkedIn, emails and phone calls -- were crucial to their practices.
Getting top performance from new hires can be difficult due to the combination of unclear expectations, lack of structured training, and limited formal mentoring.
Increasing emphasis on client satisfaction may be changing the way wealth managers get paid and how they are evaluated.
Financial advisors pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient.
Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.
Taxable account or tax-deferred? Where clients' investments are housed can be vital to total returns, but beware the pitfalls.
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