Practice

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

Planners offer their guidelines for helping wealthy clients accomplish more good with their money.

Technological shifts happen quickly. The industry finally seems to have noticed.

Creative ways to measure the effectiveness of an advisor's online efforts.

Lowering your client's tax bill, year-end charitable tax tips and 15 surprising tax deductions.

Robert Shick, Baird branch manager, explains how a cancer diagnosis changed his life. "I have received so much more than I could ever give."

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

The income tax on conversions may not be worth the potential appreciation they will get over a period of time; plus, low-cost holiday gift ideas and ways in which to make your money last in retirement.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.