Practice management

Paul Reilly is scheduled to hand the reins to his chief financial officer Paul Shoukry next year.

Financial advice is a crowded field. Experts offer techniques to find new clients and distinguish your business.

It's not that most firms lack distinct services and a distinct character. It's that so many are bad at conveying these traits to potential clients.

In the era of artificial intelligence, clients of all ages and education levels are vulnerable to digital bunco artists. Here's how to help clients protect their investments.

Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.

Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.

The legal action also alleges Mark Lamkin's former associates conspired behind his back to prevent him from leaving with his clients.

Financial advisors and tax pros say the exemption poses a lot of complexity — and substantial savings. But it could go away at the end of next year.

RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.

Industry recruiters still wonder if the regional firm's new recruits bring the experience needed to replace the experienced teams that have been leaving.