Practice management

Why one planner helps clients with everything from finding long-term care to community resources.

Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.

Analyze existing information to avoid sending a “please tell your friends about me” email.

An idea from an unexpected source –Rolls Royce–could make it easy for clients to help you.

Telling clients what it means to be a fiduciary is vital, but it shouldn’t come across canned and wordy.

Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets.

The benefits debate is part of a concerted effort to show that Social Security is too expensive and needs to be cut, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.

Research shows there are more payoffs to transparency than just meeting stringent compliance and regulatory demands.

The strong winds of compliance are sweeping over an increasingly regulated advisory landscape. Here's what advisors need to know.

Bring in suitable clients in the first place, so they can reel in similar prospects.

Finding the right investment mix is challenging since it's an imprecise science and depends on market history and asset class valuations; Plus, what clients need to know about the first required distribution.

Don’t be afraid to ask some personal questions. Showing interest in clients’ lives can be a great way to net new business

If advisors answer these 4 questions correctly, they’ll be in good shape to start an independent firm, says Fidelity’s Bob Oros.

Looking for wealthy clients? Here are the states where you can find them.

The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you?

Regulator’s surveillance director says watchdog would review broker-dealers who implement automated advice, to determine if they properly assessed client risk tolerance.

If mutual funds in 401(k) plans underperform yet charge hefty fees, participants can take action; Plus, President Obama plans to push new rules making it easier for small businesses to offer 401(k) plans.

Advisors can provide valuable services when clients go through the process—and still get paid.

It’s not just about making money. Advisors do a big service when they help their clients use their money to improve their lives.

CPAs and lawyers grow weary of cold-calling financial planners seeking referrals.