Financial planning

Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow.

If you intend to grow, commit to a sales-centered grind with upfront costs -- but expect a payoff down the line.

A family office founded by Rothstein Kass executives gets backing from rapidly expanding Focus Financial Partners.

In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.

There will be another recession at some point, but advisors should have time to help clients prepare.

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach.

For advisors, there are significant non-portfolio issues to consider when interest rates finally increase.

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.

As global wealth grows and client expectations rise, wealth managers need to develop sophisticated capabilities at once, a BCG report finds.

Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?

Clients want to give back, and not just for the tax breaks.

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

A fee-based practice is worth more when larger firms are looking to make an acquisition.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.

Joan Khoury's position will be eliminated and most marketing functions and all training teams will transition to a new Client Experience and Training group headed by Mimi Bock.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.