Practice management

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

More advisors can’t ignore the call to go independent.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

Sadness and stress are more commonplace in finance than among the broader U.S. workforce. Here’s how you can cope.

An inside look at which firms are attracting assets and advisors.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.