Practice management

The legal battle over the application of the Volcker Rule is unlikely to be resolved until mid-January.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

After a blog post suggested tweaks to modern portfolio theory, advisors and other professionals voiced moderated support for the investing philosophy.

A new advisory firm plans to build its business by buying the practices of retiring advisors.

Morgan Stanley said ex-broker Wilhelm Nash left before earning out bonus.

Women advisors have larger client accounts and price more consistently.

Advisors need to coax their clients to start a dialogue now.

Clients are wary of working with young advisors. Here's how to win them over.

A run-down of this week's issue, which features the list of top 40 advisors under the age of 40.

Here's what it takes to find and keep high net worth clients.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

If you really just want to help people, be a teacher. Being a good advisor is also about money, and you need a specific plan.

Many top bank executives still struggle to articulate the value proposition of their wealth programs and why it's better than that of their competitors. The new year brings into focus the importance of creating and sustaining a strong wealth management business.

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.