Practice management

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

The wirehouse's latest initiative is effectively a way for the firm to circumvent the protocol without actually getting out of it.

The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

Helping clients navigate life choices is critical for differentiation.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Want to know where the smart-money minds go when off the clock? It’s here.

It has become increasingly difficult to time the market.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The concept of ROI is shifting for young investors.

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

Nobel laureate Robert Shiller says these products could offer both investors and issuers a number of real advantages.

This group racked up strong returns over a 24-year span of above-median inflation.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.