Practice management

Advisors must ensure that their firms meet the needs of the younger generation of workers.

Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

Expect an "increasing adversarial relationship between industry and regulators" says MarketCounsel’s Andrew Wels.

Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience."

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisors. Key insights from our annual Tech Survey, though, challenge that notion.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.

Advisors are applying this familiar approach using new technology and strategies to deliver for their clients.

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

How a deeper understanding of your clients and what's important to them can lead to increased client retention and referrals.

Jittery markets this year proved the value of goals-based planning for advisors using new technologies and strategies to provide the service their clients want, say executives at wealth management firms.

Dump, delay, delegate and do: It could work for you.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.