Practice management

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.

Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

Advisor Zaneilia Harris has come to a bleak conclusion.

Evenings on the town are being replaced with conference calls, online concerts and care packages.

Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.

Bankers spent Monday cleaning up damaged branches, wondering if their small-business clients will need more emergency aid and contemplating how the racial and economic inequalities highlighted by days of violent protests nationwide can be corrected.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

The firm experienced record call volumes earlier this year.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

The SBA’s form clarifies some issues, but still leaves questions to be answered.

LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.

A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.

Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.

A former craft brewer and an ex-rugby star went indie with Gladstone Financial Resources Group.

Advisors typically take most of their clients with them when they go independent, but not all of them do.