Practice management

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.

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Always check and update the beneficiary forms.

Can you live up to your own guidance?

Here's what keeps planners from following the advice they give clients.

Leave this bad influence back where it belongs — in high school.

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

Here’s what advisors need to know about the 20% qualified business income rule.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.