Practice management

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.

Moving to a new location doesn’t necessarily deliver more clients.

Clients have the option to invest in an IRA certificate of deposit to save for retirement; plus, the benefits of an HSA over a 401(k).

You can’t know how a ground-floor investment will pan out, but you can help clients understand the risks and maximize their chances of success.

Certain incentives drive employees to find new revenue sources: new clients.

Clients who want to buy property abroad using assets in their 401(k) or IRA should take steps to make sure funds will be available when they need it; plus, why probability software is unreliable for retirement planning.

These clients ‘don’t want standard vanilla portfolios,’ so offer funds they can’t just get anywhere. Here’s how.

A study finds that the percentage of older Americans over 75 who take five or more prescription drugs jumped to 47% in 2011 from 24% in 1999; plus, who is exempt from Social Security taxes.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Portfolio simulation shows that the retirement bucket strategy didn't perform well last year, prompting rebalancing to meet living costs; plus, how to get people to delay retirement.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.