Practice management

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

It’s a common practice but a dangerous one.

Advisors say it’s never too early to start saving for college.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.

In an industry full of late adopters, being on the cutting edge can win young clients.

Technology is great, but communication is central to good business.

Some advisors are holding out in case the technology changes.

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

'Tis the season to remind your clients you're thinking of them. Steal one of these great gift ideas from planners.

Investment capital has become widely available, but advisors still face challenges.

The No. 29 IBD has unveiled two significant recruiting moves in the past two months.

Despite Merrill Lynch’s recent decision to stay in the Broker Protocol, Greg Fleming sees a long struggle ahead.

Morgan Stanley and UBS's exit from the accord spurred a number of advisors to move up their planned career changes.

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

There is nothing to be nervous about — but there is a way to do it right.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.