Practice management

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

RIAs follow the money. Here are the states with the most RIA firms.

The problem with traditional goal setting is that it's not terribly inspirational. Here's a better approach.

The advisor was with Raymond James for five years without any customer complaints noted by FINRA.

Clients may consider reducing the amount they set aside in their 401(k) plans and invest the money in real estate, according to financial planner; Plus, how women can generate income for life.

Pershing's failures "exposed customer funds and securities to risk," according to FINRA.

Stocks that have seen an increase in dividends for at least 25 straight years are the best stocks for retirees who want stability and consistency in their investments; Plus, using umbrella insurance to protect retirement assets from future liability lawsuits.

Too many advisors and clients continue to view Social Security as a separate part of their retirement portfolios.

Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces.

If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security.

Digital tools are one thing, Dave Grant says -- but he has grave doubts about the future of totally remote financial planning relationships.

"He called for the male clients, I called for the females," says ex-assistant, who says she knew phone calls to liquidate client assets after a B-D change were wrong.

As part of clients' retirement planning, make sure they understand terms like "sustainable withdrawal rate," as just one example; Plus, encourage clients to increase their savings rate to 15%.

Hey, advisors: You need to understand your clients' life goals before you can help them on the financial ones.