Practice management

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now.

Firms developing new digital tools like schedulers and AI note-takers are finding that starting out simple saves time and generates adoption.

Activist shareholders targeted 449 companies with mostly large market capitalizations.

Fears — including running afoul of regulators or garnering ego-crushing reviews — have kept advisors behind the curve of an already ubiquitous marketing practice. Here's how advisors can play catch-up.

Canned content can keep clients from reaching "FinCon 1" when something like Monday's market downturn can set them on edge. Here's how to plan it.

Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.

Researchers wonder if similar regulatory attention could eventually hit the bottom lines of independent broker-dealers and RIAs.

Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.