Practice management

Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.

The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.

Equipping advisors with both soft and hard leadership skills can not only give them a morale boost, but also encourage them to stick around.

If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.

Autonomy is the first casualty when ensemble practices scale to national size, but the tangible benefits are real.

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

Financial planners who joined the Transparent Advisor Movement's first "Flat Fridays" meetup touched on the difficulty of explaining the industry to consumers.

Employees can make nominations for Financial Planning's Best Workplaces in Money Management, a research-driven program recognizing firms' practices and cultures.

Financial planning can be complex to regular investors. Advisors shared the analogies and stories that bring ideas into focus with clients and prospects.

Financial planners and organic growth experts understand why some may hesitate to start posting videos. But the benefits far outweigh any risk of embarrassment.

Investors are asking AI for help picking a financial advisor. Yet some firms remain invisible to AI. Here's how to get Claude or ChatGPT to name you.

Rossby Financial is deploying a profitability tool as it competes against much larger RIAs for financial advisor talent.