Practice management

Voices: Sometimes ‘intimidating’ but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

About 75% of what's in the proposal will probably stick, says a leading retirement expert. Here's what advisors can expect.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.

Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.

Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.

One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?

Attracting and retaining the best people is just one of the vital roles played by HR, says LPL’s Sallie Larsen.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.

There are many misconceptions about pay at advisory firms. Here are the most common.