Practice management

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

Here’s what advisors need to know about the 20% qualified business income rule.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

Planners can help empower clients facing a transition that can feel "lonely and daunting."

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

Raymond James, Janney, Ameriprise and Stifel are all racking up impressive hires from the wirehouses.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

The firm's brokerage ranks increased by just one advisor year-over-year.

Early adopters of machine learning technology are more likely to expect business increases this year.

The firm tapped the co-working company WeWork to design new offices, which span more than 100,000 square feet.

I recently came away disappointed from a meeting with a financial planner I’d considered hiring.

This year’s Pro Bono Award goes to Amy Born, who gives one-on-one advice to Habitat for Humanity homeowners.