Practice management

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

Former Morgan Stanley advisers discuss the pros and cons of leaving a wirehouse.

Former Morgan Stanley advisers discuss the pros and cons of leaving a wirehouse.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

This group of planners can thank the Department of Labor for the new business.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

It all comes down to deciding on how you’re most comfortable marketing to prospective clients.

No more golf balls: Business-building giveaways that clients really want.

These certificants are multiplying — and so is their revenue.

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

Three advisers opened a new office for the independent firm, which is affiliated with Raymond James.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

Turn these major fears into motivators for pursuing greater success, says Scott Collins, director of brokerage independence at TD Ameritrade Institutional.

Turn these major fears into motivators for pursuing greater success.

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?