Practice management

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.

Financial planners need to embrace robo advising technology to "live long and prosper."

The federal exemption does not cancel out key planning matters affecting everyone at death.

Clients could save significant money when they need it most.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.