Practice management

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings.

Banks' customer-satisfaction ratings are at a 10-year high, according to a new study by J.D. Power. The research firm identified the top-rated banks in each region, and found that the postmillennial generation has a thing for the megabanks.

Two wirehouse advisors who oversaw $140 million in assets joined the super regional's employee advisory ranks.

Consider every encounter at work and in your community an opportunity to create a positive reputation for your business.

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

Advisors should understand the personality styles of their branch managers for financial success, job satisfaction and comfort within their own firm.

Teams can be more productive, acquire more clients and tend to have better long-term growth, but joining or building a group that will thrive is no small task.

If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates.

An in-person getaway offered substantial benefits to members of an online, geographically diverse mastermind group. The group had a few tips for other advisors.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

A D.A. Davidson advisor is inspired by his father to join the wealth management business.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

Asking the right questions early on, especially when a client runs a business, can avoid headaches down the road, says James Bergeron of Nuveen Investments.

Truly effective managers help propel their advisors to higher levels of success—here’s how.

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

The wife of Home Shopping Network co-founder Roy Speer is seeking upwards of $170 million in damages for excessive trading and breach of fiduciary duty in a case pending before FINRA.