Practice management

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.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

It's a planner's worst nightmare. Here's what to do when client data is compromised by a cyberattack.

A $2.2 billion Morgan Stanley team's move to independence shows how breakaways use shell companies to take advantage of the legal pact, and why more than 1,500 firms have signed on.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

The new recruits are the 10th team to join HighTower this year.

Fee-only advisors seek clarification from the DoL on compliance requirements.

Key steps that can help prevent family conflicts from getting out of hand.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.