Practice management

Financial advisors are not mandated reporters, but they can often be a trusted first point of contact when clients are expressing suicidal thoughts.

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.

Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.

Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.

Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many factors that can reduce the value of a deal.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.