Practice management

Advisors who convey bad news with understanding and empathy can help clients make better decisions about their financial health.

Developing into a leader may entail walking away from the pile of work on your desk sometimes. Diligently doing your job isn't enough to foster the right traits, Bob Veres told attendees at a NAPFA conference.

While client growth rates are expected to increase slightly for the year, an anticipated slowdown in AUM growth is poised to affect revenue.

A panel of financial advisors swapped success stories on making the most of their digital rolodexes.

Spending more time showing clients how to best enjoy their money could be more consequential than building their savings, advisors at NAPFA Conference are told.

Separating the roles of the two professionals can be counterproductive for clients.

If clients ask you about their Social Security benefits, or even if they don't, you have a chance to educate them on how the program is still an important part of their retirement plan.

Advisor networks can provide community, targeted advice and much-needed support for planners with niche specialties, Dave Grant says.

Separating the roles of the two professionals can be counterproductive for clients.

Advisors shouldn’t force themselves to work with the next generation of clients and talent -- but they must be committed if they do, says XY Planning Network co-founder Alan Moore.

The Treasury Department and the Internal Revenue Service proposed tax regulations Wednesday to bring the rules in line with recent Supreme Court decisions.

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

A new book by advisors for advisors sheds light on transition issues facing firm principals and their successors.

The first piece of advice for elderly clients is one of the most basic--reduce spending; Plus, when should retiring parents have 'the talk' with their children?

Female planners can gain an edge in their practice by creating an environment more inviting to clients.

Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.

Executives say intuition, networking skills sets female advisors apart from their male counterparts.

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.

This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.

The bank channel, long regarded as a minor league to the glitzier and higher-paying wirehouses and RIAs, is on the verge of taking a major-league step ahead.