Practice management

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.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Twelve advisors join the Atria-owned IBD after logging just over a year at their old firm.

The independent broker-dealer has seen significant growth in the last three years.