Practice management

As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.

While coping with the killing of a beloved colleague, EFS Advisors scrambles to protect his clients.

Bing, Google and HubSpot offer free tools to measure the return on investment.

Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.

Pick clients’ brains on how to become the advisor to a specific group of people.

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

Greg Fleming was tapped to become CEO of the newly formed Rockefeller Capital Management.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

Advisors should carefully manage implementation and expectations.

The underpinnings of the Hippocratic Oath, the phrase is as applicable to providing investment advice as it is to medical care.

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

It's a draining process for clients, but financial planners can provide real support.

Independent and regional firms have been maintaining strong appeal with new recruits.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Advisors are offered new automated tools to help clients manage a life after work.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.