Practice management

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.

Even if it's best for the team, it won't be easy.

The wirehouse’s latest litigation suggests other everyday activities of defectors could come under scrutiny.

An improving economy is boosting an exodus from wirehouses to RIAs.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

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.