Practice structure

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

CEO is right to resist the temptation of a more drastic overhaul.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

These four experts can help you address any client situation.

Here is how to determine which incentives and pay rewards should be offered.

The firm could hire the necessary talent, but there is an easier and cheaper way.

Pair a staffer junior with a senior advisor; they just may come up with something.

Risk alert: The agency expects advisors to follow these steps.

Only about 5% still charge them, according to a Financial Planning study.

By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.

It’s tremendously rewarding to help people make smart decisions about their wealth.

Three experts on building a valuable business that is attractive for sale

Comprehensive valuation gives a picture of the present and helps build strategies for the future.

Identify seasoned advisers who can be trained to become the next generation of leaders.

The method is gaining traction, even as some warn against abandoning the regular approach.

Firms can add clients and improve eventual purchase prices by planning for the future.

Unexpected health emergencies make succession planning much more than a retirement issue.