Practice management

Profits and revenues are down for all but one of the brokerages.

Many advisers have been suggesting saving too much, at the cost of living frugally before retiring.

Focus on the numbers when talking about risk.

Focus on the numbers when talking about risk.

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key, says contributor Paul Norr.

Independent advisers need to redefine their service to factor in the intrinsic values they bring to clients, says TD Ameritrade Institutional President Tom Nally.

See which independent broker-dealers generated the most revenue from fee-based accounts.

"The business model of the asset management industry is really archaic," says Scott MacKillop, founder of First Ascent Asset Management.

Good work never gets old: How to make the most of younger workers’ unique traits.

A younger adviser sees the benefits in working side-by-side with technology.

Their low or no upfront costs can bite down hard on an adviser’s future profits.

A former Morgan Stanley adviser and medalist in swimming offers tips for keeping long-term objectives on course.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

These firms grabbed the top spot when it came to rapid growth.

Changes in consumer behavior means demand and acceptance of financial advice has changed dramatically, says Deloitte consultant Gauthier Vincent.

Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.

Once clients form concrete goals, some discover they need to shift their financial plan.

Recent research shows how advisers work and how they like to communicate.