Practice management

Getting clients together as a family unit not only helps build wealth, but also cohesiveness.

Do your clients have plans in place to protect their valuable treasures from the elements?

While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.

Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.

The director of practice management at Genworth Financial offers advisors tips on avoiding common blindspots.

The regulator's staff will investigate nondisclosures, misrepresentations, and more.

The acquisition of Morgan Keegan added hundreds to Raymond James' wealth management ranks one year ago. Branch Manager Robert Brewer reveals how he made the transition.

As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value

Planners report that these worries and uncertainties dominate their thoughts about the profession.

When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.

Younger planners have their own priorities. If you're investing in their professional development, consider these ideas to ensure they will stick around.

A new study of high-earning advisors offers 5 clear success tips.

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

Here are 6 steps in how to segment your book of business. This how-to comes courtesy of regular Bank Investment Consultant contributor Todd Colbeck.

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

American Century Investments has named Joseph Schultz head of intermediary sales, responsible for the firm’s field and internal sales businesses, including wirehouses, regional and independent advisors, registered investment advisors, insurance company advisors and broker-dealer key account management.

In the wake of continuing financial uncertainty and a volatile market, some older clients (and even young ones too) may find themselves too easily caught unawares. In response, the CFP Board released on Wednesday a guide that provides older clients financial self-defense.

Specific fees are much less important than understanding how the whole system of incentives works.

“The stock market rally has boosted investor confidence and the level of affluent investors who choose "not to invest" has reached a four-month low,” according to Spectrem's latest monthly survey.

sometime today or tomorrow you will be meeting with a client to present or review an Investment Policy Statement. Over the course of this year, you will do the same with many clients because you know that the IPS is an essential tool. But are your firm’s goals and plans as well documented?