Practice management

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'

By deepening relationships with clients, a goals-based approach can lead to more business.

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Going the extra mile in client service can help attract quality referrals.

Four key points to keep in mind while handling a market downturn.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.

Rick Rummage tells advisors to use their planning skills for their careers as well as their clients' financial futures.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

Just when you thought all you had to worry about was Betterment.

A yearly salary and a clear career path are some of the most vital ingredients necessary to attract and keep new entrants, according to a study by Fidelity.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.