Practice management

Sometimes little things have the biggest impact.

When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.

Evan Guido is looking to partner more closely with CPAs.

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.

When faced with a regulatory challenge, advisors can’t be afraid to question authorities.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.

The giants have traditionally bought out the newcomers.

Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.

Relationships with clients are changing — and technology is leveling the playing field.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Six major trends to watch next year include M&A and the breakaway broker movement.

Advisors share the individual presents they send investors for the holidays.

Climate change could cause economic damage that threatens their holdings.

As a fiduciary, "I realized I wasn't putting their best interests first by keeping them," says advisor Tony D'Amico of Fidato Wealth.

Millions of workers have multiple jobs. That means they might have multiple retirement plans. Here are the rules for situations in which a client can set up and/or contribute to more than one plan at a time.

The digital customer experience is getting better. Firms should take notice.

At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.

Many digital-only robos are slowly adding human advisors.