Practice management

When pricing for your subscription services, lessons can be learned from the online streaming giant.

Clients can use Roth IRAs, 529 plans and — yes — life insurance to give their children a head start.

Although first written off by industry experts, independent digital-first firms now hold billions in assets.

Two perennial champions retained their top ranks in 2019 — but the aging demographic poses challenges for all firms, according to J.D. Power.

Which is better? An SEP plan or solo 401(k)?

For clients’ portfolios that need international diversity, these funds focus on the region.

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

These firms scored big with advisors managing $1 billion or more.

But health care is probably more expensive.

Most clients don’t give a hoot about fiduciary and best interest standards.

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Those with 1099 income have several tax-advantaged options.

Should the board use 1% of its budget for its own oversight? A former board chairman responds to this proposal.

These super savers have a few tricks up their sleeves to reach their goals.

It may seem counterintuitive, but differences of opinion can improve an organization.

An otherwise simple strategy has many pitfalls.

Digital transformation will only accelerate, a technology consultant tells wealth managers.

It's the first significant regulatory filing requirement for RIAs in more than a decade.

A client's retirement savings depends on four key factors, says the leading RIA executive.