Practice management

The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

New sections on real assets and passive investing vehicles are coming to the CIMA exam this summer.

The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

Advisors have been ditching some of the larger firms for greater latitude.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

A working financial planner assumes leadership of the board as its influence in Washington and nationwide hits a high mark.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Convert property taxes into charitable donations? Sue the federal government? How officials in California, New York, New Jersey and Connecticut might fight new caps on state and local tax deductions.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

Known for his advocacy for planning at all income levels, Paré wants the FPA to expand its membership to 24,000 and beyond.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.