Practice management

Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.

A new model of holistic financial advice is coming on the scene.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

The recruits generated $1.8 million in annual production before making the move.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

He will join a team of ex-Merrill advisers that will oversee more than $370 million in client assets at Snowden.

Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?

If a client becomes incapacitated, who will give the financial planner directions?

Before joining Dynasty, Gordon Abel headed financial services marketing for the search giant.

A more disciplined pricing process for serving wealthy clients will boost profit margins.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Advisers looking to make a big business breakthrough might be good candidates to sign up for a coaching program.

Using discounts to gather assets from wealthy clients is economically perverse.

Sometimes it’s OK to put aside gathering more assets and building a client base, says columnist Glenn Kautt.

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

A look at what makes new planners tick, and the strategies that will boost their confidence and engagement.

The recruits moved to the independent side of Wells Fargo.

Companies need to be able to pivot, and tech infrastructure can't be a hindrance.