Wealth management firms target their young ultra-high net worth investors to strengthen ties to keep the clients for decades.

Cambridge founder CEO Eric Schwartz is making big plans to preserve the firm's independence and viability for the long term - by giving away control now.

Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves.

If clients look at their access to you as one of the most valuable aspects of working with your firm, how much value is left in the firm when you leave and how will you ever have enough time? This is the “access to principals” paradox, says referral expert Steve Wershing.

"Videos often get judged immediately by viewers, and let's be honest -- personal finance videos are not the coolest things to watch," says Dave Grant. Here are some tips to help improve your video marketing.

Once you've identified the risks and opportunities among your female client base, it's time to take action to better serve female clients. Here are four key strategies to consider.

For any number of reasons, clients sometimes want to prevent their inheritors from draining their IRA accounts right after they die. LPL Financial is joining a handful of other firms in offering a turnkey product -- a so-called inherited “trusteed IRA” -- for advisors to use in these situations.