Practice and client management

Looking forward to not answering client phone calls? Here's how to make it happen.

Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires careful consideration.

Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

Some retirees have saved all their lives and want to live a little. Or a lot.

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

As an aging cohort of financial advisors prepares for retirement, firms are scrambling for next-gen talent. Yet a new study found that few have developed a comprehensive succession plan.

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Experts from a Morningstar conference panel reveal the internal processes that could yield external success in the competition for attention and business.

Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.

Financial advisors report a variety of pros and cons with either setup, and experts say the decision comes down to highly particular factors at each advisory practice.

The ex-Nitrogen CEO's new company, which plans to launch its first products in the fall, commenced operations Jan. 2 in Boise, Idaho, after raising $5.5 million in capital.

The fintech firm's plans could herald an increase in public filings after a protracted lull in IPOs.

Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.

Many advisors face challenges building trust with Asian-American clients. Here are key strategies to establish those relationships.

Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important first step.

Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.

A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.