“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

Some brokerage firms are concerned that the tax overhaul could spur their employee advisors to set up their own shops or switch firms to lower their tax bills.

In a concession to the advisor, he can still respond to client emails and calls, even though he may not initiate contact.

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

Nearly two dozen mega teams switched employers, but few went to a wirehouse.

Sellers should focus on what buyers are really looking for, not just price or assets.