Practice management

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

Advisers may need to put the brakes on those who want to invest too heavily in specific sectors.

With competition to RIAs increasing, the financial services giant will promote the value of independent advice.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.

Edmond Walters is seen as bringing deep fintech expertise to rebranded company.

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.

Some advisers may think the regulations won’t affect them. Here’s why they’re wrong.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

Goal-planning and security are two areas where wealth management firms need to innovate most, say Corporate Insight researchers.

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.

One used to be enough, but planners keen to move up the ladder need to develop their arsenal — and quickly. Just as importantly, however, these skills can provide a roadmap for where the firm should invest.

Firms that want to grow put each employee to work around that goal. In time, the culture will become one that prizes new initiatives.

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Hiring young planners is one thing but keeping them happy is another.

Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.