Practice management

Is hourly and standalone planning misguided? This advisor says yes.

Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.

CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The winner's charity will receive $5,000 grant and the advisor will be recognized alongside a runner up.

A retail RIA and robo retirement combination could be a game-changer.

Move is the latest in a recruiting streak for the regional broker dealer.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.

A massive acquisition also helped boost the No. 1 IBD’s headcount by 833 advisors year-over-year to 15,210.

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

Gender discrimination and sexual harassment still occurs in a profession whose history includes scandals such as Smith Barney's boom-boom room.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

"We're told that good advisors stay away from politics, but I disagree," says one advisor.

Investors may support the pay hikes, but protesters says the bank owes customers more.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

Wirehouses are losing talent as advisors look to escape bank-owned firms.

An FPA conference's keynote session began with Tai chi and classical music.

One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.