Practice management

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

The firm's move shakes up the recruiting landscape yet again.

The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

The advisors made their career change just prior to UBS's exit from the Broker Protocol on December 1.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.

Steps advisors need to take now, whether you’re thinking of making a move or not.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

They're the latest mega group to join the boutique wealth manager.

The moves occurred in the days before the firm's planned exit from the Broker Protocol.

These four experts can help you address any client situation.

Brokers' top questions and concerns about the protocol's demise answered.

Contributions and grants have recently reached record highs.

The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.

Learning through experience is a great way to prepare for a successful advisory career.

Follow these directions to keep your professional goals on the right track, Kelli Cruz says.

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.