Practice management

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.

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.