Practice management

Details matter, explains an expert, like where their boat is docked.

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

How to discuss risk when they become restless.

Give life advice and charge accordingly, says United Capital's Joe Duran.

The advisory firm knew the drill, but the storm still threw them for a loop.

The platform provider has added 12 firms to its roster so far this year.

The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.

The firm joined a handful looking to researchers on aging to help bolster their offerings.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.

The hurricane poses staffing and data challenges on firms with large facilities in its path.

Don't let momentum for an asset class in either direction overtake logic.

For many, walking away from their firm is ‘like selling their baby.’

Advisors must contend not only with the emotional and psychological issues facing their clients. They must also navigate complex family relationships, while juggling a slew of financial challenges that don't always have easy fixes.

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"