Practice management

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

The move marks the second wirehouse grab this year for Kestra PWS with more to come, its CEO says.

Advisors must always be ready to reach out following natural disasters.

The Chicago-based RIA focuses on Midwest to expand its footprint.

Lights, camera, action? Get ready for your close-up.

Advisors need all they help they can get retaining clients. That's where technology comes in.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

The practice opted for USA Financial after Jackson National sold National Planning's assets.

More than $2 trillion of billionaire fortunes will change hands, according to a new study by UBS and PwC.

Planners should ask if and how they ingest the drug when looking for a life insurance policy.

Excelling in these qualities can help a firm deliver a consistently strong experience.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.

There may be a silver lining to be found despite this challenging situation.

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Five ways to build a successful charitable planning practice.

Here is how to determine which incentives and pay rewards should be offered.