Practice management

Lessons learned in a combat zone are passed on to clients.

After graduating with a financial planning degree, this advisor-to-be took a detour to Disney World, where the lessons applied more than he’d anticipated.

Older clients have more assets, but younger investors are leading the digital charge.

The average retiree may need to save far less than you are currently projecting.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

The decision, involving advisors who jumped to Morgan Stanley from an RIA, holds that those who agree to give their employers advance notice before quitting aren’t absolved of that duty by the terms of the protocol.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

Most advisory firms are not systematically spreading public awareness of their services. That’s a big mistake.

Simple readiness strategies can insulate you from protocol fallout.

How a different mindset has guided changes within our practice.

Earning the designation is a grueling process that can seriously benefit an advisor’s trajectory, but it’s also not a panacea for an ailing career.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

This environment allows advisors to demonstrate their value to clients.

The No. 1 independent broker-dealer has grown beyond the wirehouses, but it added about 100 fewer advisors than expected from its major acquisition.

At least $20 trillion of new financial wealth will be created over the next five years.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Scrutinizing recent performance isn’t a recipe for long-term investment success.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.