Practice management

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.

Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

MFA hired a former George W. Bush administration staffer to bolster its lobbying presence ahead of what promises to be a turbulent political year.

The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.

The partnership will likely help both industry titans with their long-term strategic plans.

The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

From closed-end funds to Reg BI, here's what could be playing out this year.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.