Practice management

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.

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

Focus on removing noise and bias without trying to be all things to all clients.

The advisor of the future will be less concerned with product sales and more focused on holistic planning.

Clients — even some advisors — overreact to market losses. Are they on to something?

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

IHT Wealth Management now has $2.4 billion in client assets.

The firm could hire the necessary talent, but there is an easier and cheaper way.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.