Practice management

Timing is everything. Are you prepared with planning advice for each stage of life?

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

How advisers focus too much on investments.

How advisers focus too much on investments.

These small ways to show your generosity and spread good cheer include treating clients' kids to a coffee gift card.

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.

A collaborative approach aided by software has resulted in a noticeable increase in our client engagement.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

Advisers will not be able to serve as many clients under a fiduciary standard, which likely will encourage more cross-selling.

Even the best plans can fall apart when clients' emotions get involved.

Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten

Create a performance management process to get the most from staff members.

Create a performance management process to get the most from staff members.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Make sure clients benefit by gaining a new investment product or better technology, for example.

Make sure clients benefit by gaining a new investment product or better technology, for example.

To reach those 55 and over, stress financial plans and personalized service.