Practice management

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group.

It's an advisor's market, as firms with diverse practice models strive to nab top talent.

You have a minute to explain to a busy prosepective client why your firm deserves the business.

An ethical will can ensure the positive impact of your client's life on future generations.

Firms are partnering with their advisors to help mid-market business owner clients retire.

A run-down of the stories in this issue, including a discussion of emerging markets and using ETFs to reach untapped markets.

To lure advisors away from their desks for a few days, conferences need to offer more than they do now. Here are a few ideas to deliver a lot more value.

Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.

Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.

Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas.

Advisors who’ve been through the deal process offer their recommendations for others considering a deal.

A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.

Millionaires are feeling the most optimistic about investing since February 2011, according to Spectrem Group.

Many busy advisors find it tough to run their businesses and stay active across multiple social media channels. Here's some helpful strategies.

Only 45% of certified financial planners use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards.

Advisors must adapt to the coming generational shift, TD Ameritrade Institutional president Tom Nally stressed at the company's annual conference in San Diego.

“If you want to make a client uncomfortable, you should ask them for a referral,” Thomas Fross, the CEO of Platinum Advisor Strategies, said at the Platinum Top Producers Boot Camp.

Financial advisors may have breathed a sigh of relief after lawmakers reached a deal to avoid the fiscal cliff, but the next several weeks will bring more debate, and potentially more turmoil, over big-ticket budget items that could dramatically alter the strategies you recommend to clients.

Hackers are creating new strategies to separate you, and your clients, from your money, but there are steps you can take to guard against these attacks, according to Bill Winterberg, a CFP and technology consultant, told a room of advisors at the TD National Conference in San Diego.

There are lots of ways to talk about what you do. Unfortunately, most of them aren’t terribly effective, and many actually turn people off. Ken Haman says there are some ways prospect effectively in social situations and make the biggest impact in a short period of time.