Practice management

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.

Mayor-elect Bill de Blasio’s plan to pump $1 billion of New York’s $144 billion in pension assets into apartments for poor and working-class residents faces constraints including competition from banks and declining federal aid.

A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

The Puerto Rico legislature’s move to keep the commonwealth’s teacher pension from running out of cash by freezing benefits and raising worker contributions shows how U.S. municipalities are addressing a $1 trillion retirement- funding deficit by reining in once-ironclad promises.

China plans to raise the retirement age for the first time since the 1950s, as policy makers confront the prospect of a shrinking workforce that damps economic growth.

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Bank of New York Mellon Corp., the world’s largest custody bank, agreed to repay Massachusetts’ public pension funds $15.45 million to settle fraud claims brought by the state’s top securities regulator.

The Securities and Exchange Commission issued a staff report Friday to Congress on its disclosure rules for U.S. public companies, as part of the SEC’s efforts to modernize the disclosure requirements and reduce compliance costs for emerging growth companies.

Employing technology in strategic ways can free planners to spend more time communicating and less time fretting.

Archer-Daniels-Midland Co. agreed to pay about $54.3 million to U.S. regulators and the Justice Department to resolve allegations it bribed officials in Ukraine to win tax refunds.