Practice management

Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.

Some mortgage investors are refusing to buy home loans that are at risk of violations of new consumer-disclosure rules.

Wealth management is becoming a tale of tech haves and have nots. Don’t be left behind.

Advisors doing business with their buddies may miss the point of being good wealth managers. While you may want to play another round of golf with your clients, you still have to be on top of their financial planning and honest about critical decisions concerning their wealth.

Even when holiday lights and light sabers are grabbing for your attention, these tips can help you gain more control of your practice, work smarter and succeed sooner.

Winning over robo advisors doesn’t automatically mean cutting fees. Keep an eye on profit margins, however.

Clients who want to consult after retirement should first tell hiring managers at their own companies that they will be available for such a work arrangement; Plus, when retired clients should consider renting.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

Regulator could make some "immediate" changes; arbitration reform advocate says he's "hopeful."

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

4 great ways to become a standout advisor in 2016 as competition ramps up.

The last review was seven years ago.

This list will appeal to advisors looking for new ideas, practices and perspectives to consider for the new year.

There are some specific challenges when making this key transition.

Those mourning the loss of loved ones likely won’t appreciate this traditional gesture.

Advisors who use these guidelines may see their efforts mushroom, as Raymond James advisor Melissa Joy found.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."