Practice management

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Do it first and do it right, or another firm may poach your people.

One firm injected youth into its practice by making dramatic changes.

Benefits abound when you hire people with chops in special areas

Financial Media Exchange has tons of bells and whistles and its low fees can’t be beat, writes columnist Joel Bruckenstein.

Employers can help their workers cope with their student loan debt while saving for retirement by using a new benefit platform; plus, why too much guaranteed retirement income can be a bad thing.

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

Mineral rights can be lucrative... until the oil or gas runs out or prices plunge. Here’s how one firm helps clients manage these challenging assets.

Women are 80% more likely than men to end up poor when they reach the age of 65; plus, why target-date funds are falling short.

Succeeding in business without really trying doesn’t happen in real life.

Wall Street cynicism permeated much of early robo advisor ads. But advisors’ increasing acceptance of advice tools and digital incumbents’ clear AUM gap are having an interesting effect.

Clients who file for spousal benefits may also qualify for six months of back benefits, but they have to know to ask, according to our latest installment of Social Security Clinic.

A Roth IRA is an effective tool that senior clients can include in their estate plan; plus, a strategy for required minimum distributions that an affluent retiree doesn't need.

Advisory firm mergers and acquisitions can be fraught with danger, so proceed with caution and keep these goals in mind.

There are many benefits to living in a low-tax state, but it’s not as easy as just packing those boxes. Help clients make a move wisely and meticulously.

With a proliferation of mobile devices, developers are offering tools that keep compliant records of all types of digital communications.

Letting employees own a piece of the business increases loyalty and revenue.

Too much of it is designed to sell products rather than to enable advisors to actually provide the guidance clients are seeking.

Strategic alliances with other professionals can help advisors draw valuable clients.

The small producer is being squeezed out by the industry's focus on bigger profits and larger accounts.