Practice management

After last month's Retirement Advisor Confidence Index suggested advisors were keeping allocations steady despite an increase in client risk tolerance, a Twitter user responded.

Advisors who want to hire millennials need to extend a hand, says one workplace consultant.

Revenue growth, profit margins, revenue per professional and AUM per client all were greater among advisors using a team approach, according to new research.

Eric Clarke has spent more than 20 years working at his family's firms. He wouldn't have it any other way.

New websites offer a higher yield alternative for the fixed-income segment of a portfolio.

It's not just about creating alpha or finding yield, but also showing clients how to enjoy their savings.

Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.

Looking for a relatively inexpensive way to connect with the clients in your target niche? Tell your story.

You need some sort of economic glue, such as a revenue-sharing agreement, to hold a strategic alliance together. These 5 steps should get you started.

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

2013 was a great year for advisors. But with new compensation rules and industry consolidations changing the landscape, our panel of top recruiters is urging advisors to cut their best deal now

Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace.

Most clients, even educated, wealthy ones, frequently have no idea how their advisor is paid.

With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.

New York City Comptroller Scott Stringer, who oversees $150 billion in pension assets, called for expanding a ban on agents who solicit investments for the city’s five pension funds.

North Carolina’s Janet Cowell has some unusual qualities for a state treasurer: For one thing, she can say “running dog of a capitalist” in Mandarin. She’s also poised to voluntarily surrender her status as one of four officials nationwide with sole control over state pension investments.

Detroit’s pensions would get more than twice what creditors who loaned the city money for those funds would receive under a proposal to restructure its $18 billion of debt.

Enterprise growth, Gen Y outreach and a "war for talent" were in the spotlight last week as more than 1,600 advisors and about as many vendors and industry consultants gathered in Orlando, Fla., for TD Ameritrade Institutional's annual national conference.

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

You've finally hired some smart young associates. Consider these ideas to make them as productive as possible.