Practice management

Using the latest technology, these advisors have perfected their client touchpoints.

The demographics mean your book is worth a lot right now. But the tides are about to turn.

If your partnership agreement includes a mandatory retirement age, now might be the time to reassess.

Now is the time to bone up on your firm's anti-money laundering policies and learn how to spot the funny money.

Robert J. Ellis, an assistant professor of finance and international business at Ithaca College, discusses why he believes his undergraduate course could change the wealth management demographic.

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrows.

Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares.

Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up?

The claim that imposing a fiduciary duty on advisors will cause middle-income individuals to lose access to financial help is, quite simply, not believable.

To move your practice onward and upward, you may need to reconfigure the way you do business. Here's how.

The goal of your website is to gather contact information so that you can reach out to prospects. You can do this using a three-step process.

In addition to allowing one advisor time to contemplate bigger picture ideas, a two-week vacation served as a refreshing reminder that the world doesn't stop when we turn off our phones.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

Launching your own practice isn't easy. Here are five tips for getting started from advisors who have experienced the challenge of going out on their own.

LPL is shuttering NestWise, the once-hyped unit that was launched just last year to serve less affluent customers, and has laid off 40 NestWise employees.

To do so, the country’s largest independent broker dealer expects to have a portal up and running, probably under the name AdvisorHarmony, as early as next year that will allow advisors to sift through potential partners on their own.

Many banks are trying to lure newly affluent Gen X and Gen Y clients with high-tech services, but they may have better luck with a more traditional approach, according to new research.

When issues arise, advisors should follow the steps doctors take to diagnose and treat the problem to create a healthy, vibrant business.