Practice management

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Advisors should focus on those areas where they can gain the most efficiency by using technology.

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.

Advisors are applying this familiar approach using new technology and strategies to deliver for their clients.

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.

Three clever steps advisors can take to propel their firms forward.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Every advisor must confront rejection. But there are some upsides to falling down.

How a deeper understanding of your clients and what's important to them can lead to increased client retention and referrals.

Jittery markets this year proved the value of goals-based planning for advisors using new technologies and strategies to provide the service their clients want, say executives at wealth management firms.

Dump, delay, delegate and do: It could work for you.

These savvy strategies could enrich your clients’ lives, according to Jonathan Clements.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

How military experience helped a former commanding officer of the Army’s Presidential Honor Guard transition to wealth management.

Seven effective ways to convince the adult children of clients to become clients themselves.

Millennial-aged advisors can attract clients and build a solid book of business. Here are five tips to help young advisors excel.

Advisors should customize their strategies and stay involved.

Turning business away might hurt advisors’ growth prospects.