Practice management

She and former business partner Lazetta Rainey Braxton moved back to their own standalone firms. Here's a look at Dorsainvil's approach to practice management.

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.