Practice management

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

Computer algorithms could increase portfolio returns by whole percentage points.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.

Times are good for RIAs, but a new study suggests firms should be monitoring fees more closely.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

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.