Practice management

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.

Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax situation varies from year to year; plus, how to figure out the amount of your client's IRA required minimum distribution.

Women are still underrepresented when it comes to owning independent firms, but there are reasons for optimism.

A manager of an errant broker finds himself the target of regulators and asks our compliance columnist: What could I have done differently?

Finding top people is getting harder, says Kathy Freeman, so putting this in a compensation agreement is now ‘mandatory.’

There are many ways firms can measure their operations performance, but which is most accurate?

Policymakers and other experts are debating just how much pre-retirement income should be replaced by Social Security; plus, student debt and savings don't add up.