Practice management

We have the most expensive and fragmented health care in the world, so now what?

Because federal rules now require parents to plan earlier for funding education, advisers can offer substantial value to clients through their financial aid expertise.

The documents are good indicators of investors’ past behavior and probable future behavior.

The way a client invests has much more impact than they usually realize.

How some firms bypass traditional methods and offer points and rewards programs.

This may be the largest financial transaction an adviser will handle.

This may be the largest financial transaction an adviser will handle.

Try this low-key approach with clients for maximum success.

Try this low-key approach with clients for maximum success.

If you plan to join another firm or go indie, you’d better reacquaint yourself with this landmark agreement first.

How advisers can prepare for renewed interest in alternatives.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

Creating a viable exit strategy is critical to the future of any successful practice.

Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.

There are plenty of planning terms out there. Click through to study up on a few you may not know.

In an informal poll, the majority of banks and credit unions have made a definitive decision to no longer accept soft marketing dollars.