Practice management

"You must ask everyone who comes into your office: Do you have a health problem?" estate planner and Financial Planning contributor Martin Shenkman cautioned. "If you don't ask, they are not going to tell."

The Consumer Financial Protection Bureau is recommending that policymakers implement a nationwide financial education program into grade school as well as standardized tests.

Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.

People usually don't change after you hire them, so make sure their strengths are a good fit for the job.

LPL introduced a comprehensive support program last month for banks' licensed branch employees. The program will be offered in conjunction with Epic Platforms.

Britt Woods from Fifth Third Bank tops our list this year. He and other winners discuss the importance of providing their bank partners with referrals.

Bank customers are staying away in droves as they do more business online. Here's what advisors can do to combat lighter foot traffic at the branch.

New rules to disclose recruitment compensation may be blooming soon.

Our legal expert discusses things to consider before making a referral to a nonaffiliated third party.

Managing staff isn't easy. People don't change and you can't change someone either before or after you've hired them.

Nervous clients might seek negative information to support their beliefs. Here's how to ease their fears.

Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.

The professor of finance at Santa Clara University, Calif., discusses where investors are today and how financial advisors need to address clients' emotional outlook on the markets.

A run-down of the stories in this issue, identifying the top branch managers in the wealth management industry, and learning what it takes to get to the top.

This year's top branch managers found a way to succeed during the most challenging times.

You know you're supposed to provide great client service. Is anybody telling you how to do it?

For a variety of reasons, advisors sometimes need to cut ties with clients. Here's how to make a clean break.

Gerald Rixie, the former CFO of Calamos Family Partners, joined the Private Client Reserve as a wealth management consultant.

Here are a handful of tips and general trends for advisors to keep in mind this week.

The wealth management industry is poised to become more concentrated and consolidated, or is it?