Practice

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Creating a performance management process will help firms get the most from staff members.

Advisors can help clients and their survivors by helping plan out funeral services.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.

Be a fly on the wall as community bank CEOs look into the future and discuss 2016.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.

Don’t forget the process of connecting on a holistic basis.

Advisors who differentiate themselves may land business as a byproduct of their unique approach.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.