Practice management

Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.

From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.

The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.

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.