Practice management

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

House hunters and sellers have been busy in these cities this summer.

Sometimes a planner's advice can go awry, despite best intentions.

The firm is finding success despite being outside the Broker Protocol.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

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.