Practice management

CFOs in the U.S. remain uncertain about the future of the economy and their own businesses, according to a new survey.

The fiscal cliff. Deteriorating fundamentals. Volatility. Is the market about to fall? There is always uncertainty, but the question remains: How will you keep your clients happy when the next bear market comes?

Gen X, Y and Z investors may years from retirement but they already have multiple concerns about their future finances.

Gathering the information needed to make a career move and hiding that research from a current firm can be enough to make some advisors decide to forget it. That’s just where The Advisor Center, an anonymous online recruiting community that launches Monday, comes into play.

The average production at wirehouses is 40% higher than that of banks, and yet those advisors don't have an existing customer base. Why is that?

How to craft a business strategy that will keep you on track in the New Year.

With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.

With the fiscal cliff approaching, it might be time to accelerate income into the remainder of this year.

A run-down of the stories in this issue, including the list of the top 40 advisors under the age of 40, planning for the fiscal cliff, a look at exchange-traded funds, and planning for the new year.

In On Wall Street's sixth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.

Our legal expert explains what your assistant can and cannot do with trade processing.

With four different generations in the workplace, communication is an essential skill for working with high-net-worth families.

Many woman advisory firms are missing a big opportunity.

TD Ameritrade Institutional's Aggressive Recruiting

Tempted to leave this asset class out of a portfolio? Don't be swayed.

Advisors have been racing to finish what some say is an unprecedented transfer of wealth.

When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.

Three out of four global investors expect President Barack Obama and congressional leaders to reach a short-term agreement to avert more than $600 billion in spending cuts and tax increases scheduled to begin on Jan. 1.

President Obama’s top economic adviser challenged Republican congressional leaders to put an offer on the table in fiscal-cliff talks and defended Obama’s debt-reduction proposals as concrete and detailed.

The recent talk of a fiscal cliff compromise from Republicans and Democrats appear to have dissolved as leaders of both sides leveled pointed criticism at the other for failing to offer a truly balanced plan for taxes and spending cuts. So what's next?