Practice management

Going the extra mile in client service can help attract quality referrals.

Four key points to keep in mind while handling a market downturn.

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

Advisors must find smart ways to establish relationships with centers of influence.

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.

Rick Rummage tells advisors to use their planning skills for their careers as well as their clients' financial futures.

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

Just when you thought all you had to worry about was Betterment.

A yearly salary and a clear career path are some of the most vital ingredients necessary to attract and keep new entrants, according to a study by Fidelity.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.

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

Clients are advised by a panel of experts to remain calm while rates increase; Plus, clients can gain more security by ignoring a budget and saving automatically.

A widow unaware she could claim spousal benefits before claiming her own dramatically increases her retirement income, thanks to guidance from her advisor.

How to get them to offer unsolicited praise in a social setting.

Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.

Playing nicely with CPAs can help advisors land new clients.