Practice management

After China’s crackdown on Bitcoin, some investors are worried. Advisors have ways to ease their concerns.

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

How to welcome LGBTQ clients, colleagues and friends by using your pronouns

The multigenerational practice decided it was time to make the move.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Digital media is key for financial advisors to connect with their current clients and attract new ones.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.

The wacky performers can teach us how to grow our businesses, writes Chip Munn.

For advisors, this structure can deepen relationships and help bring interaction with new populations and prospects, writes Marianne Caswell.