Practice management

Advisors can benefit only if they actually interact and then follow up.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.

Creating the right playbook and calling the plays are key to your client's success.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Advisors should highlight their skills on a personal level to separate themselves from digital counterparts.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Focus on the those who exhibit self-discipline and lead balanced lives.

The wirehouse executive speaks about the firm's approach to automation and why a larger advisor force is necessary to meet increasingly complex client needs.

8 tips for advisors on getting their message out.

Advisors typically aim to capture client’s children, but often it’s the parents of clients who need the most help.

Why one advisor specializes in helping clients who come into sudden wealth.

Provide informative and entertaining tidbits to engage clients and attract new ones.

A careful merger of exuberance and realism fuels success for clients.

Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including one advisor who's making a move and wondering what data can information can go with him.

A recent recruit to wealth management comes to the industry after working in financial services management and serving as a lieutenant colonel in the Marines.

If you find yourself torn between serving clients and growing your practice, you may need some additional staff.

Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business.