Practice management

Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.

Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."

Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.

Eric Rodriguez is a financial advisor, a volunteer, a mentor, an author, a philanthropist, a father and a husband. He's also something else: a Rising Star.

Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

New recruit hired to lead West Coast family office business.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.

High-earning advisors need the edge the latest iterations of digital model management can provide.