Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Gerber Kawasaki wants its 2,700 clients - and every prospect - to communicate with one another.

A quarter of households aged 50-59 are "advice opportunity" households, a new study by Cerulli Associates shows.

Looking to move? Here's how you can get everything you think you're worth.

Teams need strong leaders to succeed. Are you one?

A team member's departure can be a blow, but a resilient firm shouldn't be thrown by staffing changes. Here are a few ways to cope.

As you approach the new year, resolve to use some of this new research to run your practice more effectively.

Often advisors cross the finish line of their careers only to sell their books of business at half their value. Don't let that happen to you.

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.

A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.