Subject Root Tag

To lure advisors away from their desks for a few days, conferences need to offer more than they do now. Here are a few ideas to deliver a lot more value.

It's time to stop talking about 'finding your passion.' There's another strategy advisors should consider.

To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.

Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.

In a number of states, clients and prospects are seeking advice on managing new royalty cash.

AdvisorWorks offers advisors an 'outsourced infrastructure' and some smart features. But is it ready for broad use?

Get great advice and networking opportunities, too.

Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.

Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.

Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas.

Raoul Rodriguez Walters' planning practice specializes in the intricacies of financial migration.

Here's a fearless prediction: In the years ahead, bond investors won't enjoy stellar returns like those of the last five to 10 years.

If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks.

This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.

Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

Advisors who’ve been through the deal process offer their recommendations for others considering a deal.

February

A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.

Millionaires are feeling the most optimistic about investing since February 2011, according to Spectrem Group.