Practice management

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

The more you learn, the more you realize how little you know.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

The partners opened their RIA under consultation with a firm founded by former HighTower executives last year.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Close relationships are part of what makes the profession special, one advisor has found.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

House hunters and sellers have been busy in these cities this summer.

Sometimes a planner's advice can go awry, despite best intentions.

The firm is finding success despite being outside the Broker Protocol.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

The founding partners spent a combined 54 years with the No. 6 IBD before launching the fee-only firm.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Miguel Sosa has found that LinkedIn videos help him reach his global client base.

Many want to work as holistic planners, but common, entry-level jobs can easily lead to dead ends.

Here's what I've realized since I penned my original missive to the commission.

Thought we were done with the tax overhaul? Think again.