Practice management

Clients who want to consult after retirement should first tell hiring managers at their own companies that they will be available for such a work arrangement; Plus, when retired clients should consider renting.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Since its launch two years ago, Harvest Exchange has signed up 200,000 investors, nearly 25,000 advisors and over 7,000 investment firms.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

Regulator could make some "immediate" changes; arbitration reform advocate says he's "hopeful."

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

4 great ways to become a standout advisor in 2016 as competition ramps up.

The last review was seven years ago.

This list will appeal to advisors looking for new ideas, practices and perspectives to consider for the new year.

There are some specific challenges when making this key transition.

Those mourning the loss of loved ones likely won’t appreciate this traditional gesture.

Advisors who use these guidelines may see their efforts mushroom, as Raymond James advisor Melissa Joy found.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

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.