Practice management

Allianz Life survey also finds many ignore the effects of inflation and taxes on their retirement income; company launches online retirement planning application.

High-net-worth investors are moving their money around on news from Europe more than uncertainties in the U.S.

Citi Private Bank has hired Deutsche Bank executive Steven Young as a managing director and ultra-high-net-worth private banker in New York.

Steve Sanduski, The Prosperous Advisor, says some advisors are uncomfortable explaining their value and justifying their fees. If that's you, it's time to stop discounting your value by following these simple steps.

The days of filling a conference room with prospective clients for a retirement planning seminar at the local Holiday Inn are pretty much over. If advisors really want to grow their assets under management these days, they need to get mobile and social as soon as possible.

Exchange-traded funds are the ultimate better mousetrap. But despite all the benefits they offer, there are some risks as well, partly because institutional investors have rushed in. Are they right for your clients?

How brokerage firms can prepare for the implementation of FINRA's new requirements.

Many reasons exist for going paperless, including saving time and reducing clutter.

Resist these common mistakes and make a smooth transition when hiring.

The CEO of NYSE Amex Options explains the benefit of owing options and the challenges in the industry.

As the London games take center stage, former athletes turned financial advisors talk about the big event and their careers.

When relatives are your supervisors and employees a special set of problems arise.

Will cut-rate advisor platforms for mass-affluent customers pose a threat to RIAs?

Insights gained at humble jobs long ago have helped some planners shape their messages to clients.

Don't let short-term needs displace your long-term strategy.

An underrated idea for improving your practice: Join a study group.

Former engineer Lesley Brey creates a planner's paradise for herself.

Its managers acknowledge the trouble in Europe, yet MFS International Value Fund has a large stake in companies on the Continent.

The ranks of the under-30 generation of planners are swelling - and they're ready to make an impact.

When clients divorce, planners must tread lightly to avoid taking sides.