Practice management

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

The bank is targeting advisors with $100 million or more in assets.

Some owners are reluctant to give away an equity stake. Here is one solution.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

IRS data provides all the information needed to figure out the answer.

To win at cybersecurity, base your strategy on the way you are already serving clients.

Monthly charges are the area in which there’s the most variation amongst broker-dealers, writes recruiter Mark Elzweig.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

This $1.5 trillion dilemma doesn’t discriminate.

Regulator puts brokers on notice about its top concerns for 2019.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The leak included information on about 12,000 advisors who are clients at LPL Financial.

Financial advisors and their firms are providing zero-interest loans, free counseling and fresh ideas for some 800,000 federal workers going without pay.

Our industry is not becoming more consolidated. It’s becoming more fragmented.

Launching an app doesn’t have to cost millions of dollars.