Practice management

Market volatility is a special challenge for all fintech companies that connect consumers with digital products: how to handle a highly emotional event with a product that doesn't specialize in human interaction.

“Why should a really good smaller firm that’s growing have a lower multiple than a big firm that’s crappy?” asks Peter Raimondi, president of Boston Private Wealth.

This MD-turned-CFP relies on the “BATHE” psychiatric tool to help discern what’s really going on with clients.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

Proponents of advisory firms going public cited “powerful” advantages while detractors point to “hollow” promises.

The primary buyers of advisory firms are RIAs, banks and roll-up companies.

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

Why advisor Kimberly Foss hopes the Fed does raise interest rates.

Advisors should urge clients to think long term before and after the Fed announcement on rates, says Allan Roth.

Less than 4% of planners are younger than 30. Here’s how newbies to the business can thrive.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

How to develop good interviewing skills at the onset of a client-advisor relationship.

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.