Practice management

Even as equities have taken a beating, I haven't received a single frantic call or text.

The 50 largest teams and OSJs to change their affiliations show both the threat to incumbent firms posed by RIAs and the scale afforded by acquisitions.

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

Some advisors have been hunting for a better personal retirement strategy.

Too many planners are serving too few clients, Dynasty’s chairman argues.

The more efficient firms can be in their marketing and sales activities, the more effective they will be.

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.