Practice management

Expanded scope for litigation is a cause for concern among wealth management firms, experts say.

Advisors should report their performance in a way that articulates value and proves they are worth the expense, says Dynasty Partners CIO Scott Welch.

A merger or acquisition is a critical move, and many don’t work out. Are you ready to make the jump?

Despite the many benefits that IRAs offer, many people do not use them as a retirement saving tool; plus, what parents should know about Social Security.

Advisors can get a helpful best-practices checklist, which may also help build client relationships, from the Institute for the Fiduciary Standard.

Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.

Why can’t your RIA operations be as beautifully integrated as the functions on your mobile?

A number of seniors opt to relocate in retirement to live closer to their adult children and grandchildren; plus, three ETFs to fund a happy retirement.

A number of advisors are striving for the status quo instead of creating a better business and stronger relationships. In effect, they're giving up.

Does the newest iteration of a favorite advisor tool stand up to scrutiny? Our tech columnist takes it for a test drive.

It doesn't necessarily make sense to pay off student loans early if that means foregoing saving for retirement; plus, how the life-expectancy gap between rich and poor skews Social Security.

Today's young workers can learn from their parents' example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

These are fundamentally different ideas for retirement income planning, but it doesn't need to be an either/or situation; plus considerations for clients looking to work in retirement.

Investing in a practice’s culture is as important as focusing on clients.

Voices: If clients are already comfortable with DIY-investing, they could have already done so themselves with a robo advisor or low-cost brokerage.

Worries grow over retirement security, according to new research from IRI.

Clients may contribute less than the maximum if they're carrying high-interest debt or need funds for education or a new home; plus, why raising the retirement age is a bad idea.

Advisors in today’s crowded field must stand out in order to grow their business. Here’s how to build a digital platform that will attract clients.

More retirees would delay Social Security if they had this option, which wouldn't cost the government anything, says a contributor; plus, three questions for nearly retired clients.