Practice management

Succession planning becomes personal when advisors hire sons, daughters and other relatives.

Young advisors and other newbies in the industry may want to consider the succession route for success in wealth management.

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.

When the market gyrates, use these tactics to keep them focused on the bright side.

Depending on savings, some retirees can buy inflation-adjusted immediate annuities while others are advised to work longer; plus, retirement wishes vs. reality.

There were immediate, positive reactions over her overall message, which was taken as an indication of continued support from the Fed.

Advisors can better serve their own practices by thinking of non-traditional ways to help.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

Creating a prize-linked saving program is an effective way to encourage more people to save for retirement; plus, how couples can make smart decisions together.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

Even small firms and solo practitioners can reap the benefits of working with a group.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

Most people focus on the conventional wisdom that they'll need 70% of pre-retirement income instead of the things they'll need to give up; plus, required minimum distributions and real estate are a tricky combination.

Dollar-cost averaging is not a good strategy for retirement investors to manage risk in their portfolio; plus, a widow's Social Security options.

Family office advisor Rick Flynn rebranded his practice and teamed with two other veterans. Here’s what happened.

Pricing models can be a barrier to signing up millennials, especially when advisors have asset minimums.

Building a team that has clarity, mastery and autonomy takes more than just a hunch.