Practice management

This approach to planning remains a strong way advisers can add value for clients.

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

Many small advisories struggle to create a coherent plan for developing their talent. Here’s how to overcome that obstacle.

Your clients may lack knowledge when it comes to Social Security.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Wealth managers can do better than rely on 30-year-old software to deliver financial data to their clients.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

It turns out that these principles aren’t limited to investment strategies.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

Planners share what they've been sending clients, colleagues and peers.

One client wishes he had known his options related to filing beforehand.

RIAs are finding that the biggest competition for clients is right in their own backyard.

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

Change can be unsettling. Here’s how to calm jitters and show the benefits of rate fluctuations.

The best way to approach portfolio declines, withdrawal rates and even emergency cash needs.

These programs can help advisers cut through the confusion to help clients.

Surprise riches can help clients as much as hurt them.