Practice management

Clever ways to build relationships with professionals in other industries can give your practice a boost.

A few clients in the right profession can lead to a whole book of clients who do the same thing.

When advisors plan unique events to gather clients and their friends, referrals follow.

Contributed articles and social media posts on specific ideas can separate planners from the rest of the pack.

An imaginary look at how one very prosperous firm might approach a new set of standards.

Retirees are now allowed to make charitable donations by transferring money directly to a qualified nonprofit organization from their IRAs; Plus, why inheriting a Roth IRA isn't always the best news.

These are savvy ways for advisors to keep in touch with clients and reach out to prospects.

The Obama administration wants to ensure its plans can withstand congressional opposition before the president leaves office, experts say.

One planner sends an email saying: “Stocks periodically go on sale because people panic.”

When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.

When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.

An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."

Getting over the mental block toward adoption is part of the challenge in keeping your practice tech-savvy, says Eric Kies, chief compliance officer at Moline, Ill.-based The Planning Center.

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'

By deepening relationships with clients, a goals-based approach can lead to more business.

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.