Practice management

With Congress showing no sign of consensus, the government shutdown is instilling fear and unease among those from Main Street to Wall Street. Financial advisors are no exception. Here’s how advisors and industry experts are reacting to the fiscal standoff.

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Two planners who are suing the CFP Board amended their complaint to seek unspecified damages in addition to earlier claims seeking an admission of fault from the board as well as the quashing of a public sanction for calling their practice fee-only.

Few firms have provided staff members with formalized career paths. This disconnect creates significant untapped potential for firms to better harness their human capital -- by actively engaging their teams for growth and greatness.

If the health insurance exchanges succeed in making coverage more affordable, planners say they expect some clients who are separated to opt for divorce.

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

More than three in five (62%) credit union members trust their credit unions, yet only 18% trust the advisor there. The positive view: this is an “incredible opportunity” to improve.

Corporate-bond brokers may face a squeeze on profits as regulators start publishing prices for almost $1 trillion of privately sold debt, if the past is any guide.

SEC Chair Mary Jo White met with leaders of the equities and options exchanges, FINRA the Depository Trust & Clearing Corporation and the Options Clearing Corporation following the August 22 interruption in the trading of NASDAQ-listed securities.

Advisors may say they're comfortable developing retirement income strategies -- but none seem to agree on the right way to create an income stream.

Patience is prudent when it comes to Social Security.

Significantly altered results now appear when users search for fee-only advisors.

While the coming fiscal debate looms in the background -- along with probable accompanying market volatility -- there are a number of other possible legislative and regulatory items that also affect the insurance and advisory industry.

Nearly one in five working-age Americans (18%) believe they will never be able to retire, more than the 12% who said so globally.

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.