Practice management

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Want to know where the smart-money minds go when off the clock? It’s here.

It has become increasingly difficult to time the market.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The concept of ROI is shifting for young investors.

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

Every man in the financial services industry should read this article, Nina O’Neal writes.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.

One JPMorgan client thought it was “odd and weird” that the advisor called during the Memorial Day holiday, on behalf of Merrill Lynch.