Practice management

Firms should strike a balance between modernizing tools and maintaining client service, says Michael Paley, chief operating officer of Klingman & Associates.

Advisors who ignore clients’ progeny risk declining assets and a scramble for revenue sources.

Many investors are improperly using target-date funds and are losing the "set it and forget it" benefit; plus, what Social Security checks will look like if cuts are made.

Some advisors have found great success by focusing on business owners. Here’s how to become the go-to planner with this prosperous group.

New research highlights gender gap, as experts call for more financial education in the workplace and policy changes to address retirement security.

Save your clients from fraud with these insights into how criminals work.

Why firms need to start building relationships now with their clients’ children and grandchildren.

The domestic planning component of advising is likely to be increasingly regulated, and firms should use this to their advantage, Glenn G. Kautt says.

Who’s making what? FA Insight breaks down advisor compensation.

A new partnership can boost a firm’s revenue, but without a formal written plan, things may go awry.

Three in five retirees cite staying mentally active as the reason they want to continue working; plus, if clients work in retirement, they should keep this in mind.

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

Advisors are now recommending reverse mortgages as a good option for clients to boost their retirement income, thanks to new housing rules; plus, how not to let divorce derail your clients' retirement plans.

Solo advisory owners have it tough. How do they manage to oversee a practice, meet client needs and still have a life?

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.