Practice management

"The Listening Advisor" author John Gatewood preaches a five-part framework that he says can help financial advisors build deeper relationships with their clients and open valuable careers to aspiring planners.

Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.

Recent tax law changes are prompting businesses to rethink entity structures. Here's what financial advisors need to know when guiding clients or making decisions about their own RIAs.

The days of a few firms hiring a summer intern with vague plans for them to perform menial tasks around the office may be finally coming to an end. Here's how experts say RIAs can create successful internship programs.

The Internal Revenue Service issued its annual notice setting the daily rates that business travelers can use when deducting their expenses.

Sitting on company stock just to avoid capital gains can expose concentrated positions to undue risk.

Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.

Cognitive decline is a difficult topic to raise, but advisors who plan ahead can protect clients' finances and autonomy before a crisis hits.

The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.

Anthropic lined up some of the biggest names in the industry for the rollout of Claude for Financial Advisors. But whether the tool is "revolutionary" or "just another integration," the hard work is just beginning for the AI firm and for its sole custody partner, Schwab Advisor Services.

From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.

With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.

A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.

Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.

A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.

Advisors on what to ask, who to call in and when it's finally safe to tell a client: you can afford it.

Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.

Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.