Practice management

When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.

With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price?

As technology grows more complex, advisory firms must ramp up their expertise.

How one firm helps advisors map out a plan 10 years before retirement.

Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk.

More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.

The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.

When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.

A retiring advisor focused on the best fit between his clients and five young successors.

New digital tools can help advisors identify and connect with prospective clients no matter where they are.

Nearly half of respondents to a survey said they were “very or somewhat knowledgeable,” but failed to adequately answer questions about the rules; Plus, 3 reason to rethink your retirement.

Advisors’ usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients.

Elder care expert cautions that advisors must put a formal plan in place to help protect clients if they start to lose their faculties.

The assets that clients used intensively when first purchased (like a large house) come to have excess capacity over time; Plus, two big reasons clients need more savings.

It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.

As the CFP Board wrestles with shifting demographics, its latest research indicates that investors expect their advisors to put their interests first, but the majority believe they don't.

The association's board of directors chose a new president-elect, as well as three new board members. The changes come as the association generally supports the Labor Dept.'s proposed fiduciary rule, but with certain changes.

Paydays are on the rise for advisors and other key personnel in wealth management, according to a recent FA Insight study.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients.