Practice management

Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Need a gut check on your career? Read what top recruiters have to say about the big and small firms in the industry.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

The newly independent advisors added a new team and are looking to bring on more practices.

Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.

Dean Hoover is the latest advisor to join the Raymond James-affiliated independent firm.

Planners are seeking the independence and support that they say they aren’t getting at wirehouses.

Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.

Thinking of leaving a big broker-dealer? Answer these three questions first, recruiter Mark Elzweig writes.

LifeYield makes it proprietary Taxficient Score available to individual advisors.

Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.

Cecilia Williams, chief compliance officer at Halbert Hargrove, explains why the firm offers its advisors a monthly incentive to live closer to the office.

Talent wars are pushing compensation packages higher.

Here’s how one firm structured compensation in a fair and completely open way.

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

Technology is rapidly changing many, but not all aspects of the business.

The research firm’s annual survey included new queries reflecting changes in the industry.