Practice management

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

Advisors see raising their rates as a difficult topic to broach, but one RIA coach has a variety of methods for approaching it.

The deal is Captrust's 31st purchase in the past 12 years.

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

The No. 7 IBD expects such moves by advisors to increase in coming years, so it's ramping up offerings aimed at fee-only services.

As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.

The former J.P. Morgan Securities team includes an industry veteran with 33 years experience.

Bank of America customers are frustrated over fees and customer service while Wells Fargo customers are alarmed about the bank's recent scandals.

Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

What are the best strategies for clients looking to tap assets while minimizing penalties?