Practice management

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.

Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.

Your emotional intelligence, or EI, affects portfolio planning as well as professional relationships. Here’s how to develop and harness this powerful tool.

Too many advisers have damaging misconceptions about how to get influential people to send clients their way.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.

Months before the law is phased in, "traditional firms are beginning to look more and more" like independents.

Clients are “getting into more aspects of their clients lives,” says Schwab EVP Bernie Clark.

While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Tibergien: RIA valuations will sink. Seivert: Financing for deals will be just fine.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.