Practice management

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

There’s a fix, but many firm owners are reluctant to make the investment.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

You must not overlook important cybersecurity protocols for protecting your email.

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

There really is such a thing as good advice badly given.

Most people specialize so don’t expect to find a broad range of skills in one person.

The No. 1 IBD poached two more teams from the largest firm in rival network Cetera Financial Group.

The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.

The firm has streamlined its leadership structure and overhauled its marketing strategy.

How advisors can help clients protect these funds when inherited. If they don't, a few small, early mistakes can cause a client to lose most of the proceeds.

Clients are willing to pay more for tax advice, but they’re still not getting it.

These three succession planning scenarios can make a tough decision easier.

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.