Practice management

Retirees should take classes reserved only for seniors and consider taking online courses if going to school is difficult; Plus, what if clients just can't afford to fully retire?

Bennett and her firm claimed to be managing more than $2 billion in assets when the real number was no more than one-fifth of that amount, the SEC alleges.

A group of independent advisors want to show educators they have other options for managing their finances than costly products from insurance firms.

RIA firms looking to grow need to develop a strategy when looking for new talent, according to Kelli Cruz.

How advisors can take the costs out of estate planning for their clients. Plus, when it makes sense to make after-tax contributions to a 401(k).

Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam.

People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.

"Not all brokers put a lot of thought into it. I imagine because it's not where you're making your money," says Robert Gordon, president of Twenty-First Securities. "But they should, because it's part of the service to the client, and because it's the right thing to do."

As boomers start spending down their portfolios, planners need a new way to stand out.

It’s a great time to become a planner, but success is hardly a given for those just entering the profession, Dave Grant says.

As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

With the pool of next-gen advisors so shallow, firms need to know where to look and what to say to attract new planners.

Firms need a strong recruitment process to remain competitive.

Billionaire real estate developer Donald J. Trump has surprised everyone with his showing so far at the political opinion polls. What Trump traits can the financial professional emulate and which ones are best avoided?

Advisors describe how both their clients and business benefit when retirement planning enters the decumulation stage.

The notion of working into one's 70s just doesn't cut it for many.

Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.

A Morgan Stanley branch manager, told by his mother to do his best before her passing, works to inspire others in wealth management to do the same.

Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?