Financial planning

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

Ameriprise is looking to reverse a decline in its headcount.

It’s time to broaden our understanding — and assessment — of risk composure.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

Western states dominated the top five slots on the list.

Clients may consider changing their business structure under the new law.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The effort will allow other critical resources to be focused on more substantive matters such as examinations and licensing requirements.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Some of the biggest changes come when industries collide.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.