Financial planning

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

Tech dinosaurs will ultimately lose out to fleet-footed advisors who quickly embrace the latest innovations.

Dump, delay, delegate and do: It could work for you.

Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers?

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

Dump, delay, delegate and do: It could work for you.

We'll unveil our annual Top 50 bank advisors starting tomorrow. In the meantime, we wanted to highlight our number-one advisors from the past five years.

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.

Seven effective ways to convince the adult children of clients to become clients themselves.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Three clever steps advisors can take to propel their firms forward.

What can RIAs do to prevent relatively minor technology hiccups from seriously disrupting their operations?

Considering a tactical adjustment for your client portfolios to benefit from the holiday season? Here's how each of the 10 sectors in the S&P 500 performed in Q4, on average, since 1990.

Millennial-aged advisors can attract clients and build a solid book of business. Here are five tips to help young advisors excel.

Advisors should customize their strategies and stay involved.

Turning business away might hurt advisors’ growth prospects.

How a firm can differentiate itself in a sellers’ market.