Practice management

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.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

The regulator's proposal is set to remake compliance standards for brokers and advisors.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

How can advisors best use the investment research firm's data to help clients?

All systems go for more transactions — but the stock market is a wild card.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.