Practice management

Veteran bank advisor William Murphy on why he still has mentors, and how one helped transform his business.

Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.

Digging deep can help a firm determine where to place its emphasis.

A Roth conversion can help IRA-holding clients predict, even reduce, future tax rates. But it’s not always a cut-and-dried decision.

Advise your clients to “auto-pilot” their retirement savings for needs in their golden years; plus thinking your clients are spending less after retirement, think again.

Employees who reach new performance heights spark their co-workers to do the same.

Advisor Brick Sturgeon shares his best prospecting strategies.

With difficult markets, clients are up for grabs and the storied brokerage was unsurpassed in training rookie brokers how to build huge businesses, a leading recruiter says.

Serving the ultra wealthy is not all it's cracked up to be, advisors find.

Advise clients to maximize the contributions to their IRA, 401(k) and other plans; plus, will a 401(k) keep clients from contributing to a Roth IRA?

Looking for signs of what kills some advisory relationships.

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.

The finance website is looking to recruit planners for its new platform where investors can pose questions directly to financial advisors.

Seniors may be exempt if they already hold “creditable” prescription drug coverage; plus, taxes on Social Security can be a costly surprise.

All advisors should familiarize themselves with the rule's likely changes to ERISA.

Partnering with trusted local institutions may create a pipeline for growing your business

Growing organically might be cheaper but it takes time, effort and marketing.

Opinions vary as to whether being a fiduciary advisor draws clients to a firm. Here’s how to determine if it’s a good move for you.

Many firms default to secretive end-of-year subjective processes to assess compensation. There’s a better way. Fiduciary Network’s Yvonne Kanner offers 9 strategies to fairly reward and keep employees.

Opting to do business in an area that appeals to clients could be worth the extra expenses.