Practice structure

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

What do historically low interest rates mean for clients’ retirement savings — and their advisers?

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

What it really takes to transition your practice.

Sure — if you can identify duties that hit these four categories.

Independent advisers need to redefine their service to factor in the intrinsic values they bring to clients, says TD Ameritrade Institutional President Tom Nally.

Good work never gets old: How to make the most of younger workers’ unique traits.

A former Morgan Stanley adviser and medalist in swimming offers tips for keeping long-term objectives on course.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.

Recent research shows how advisers work and how they like to communicate.

The second installment of book recommendations from industry experts that advisers should not miss.

Here is advice on everything from handling the unexpected death of a partner to upgrading technology.

The four questions that can determine if a hike is in order.

Advisers who show they care about clients and their interests may have more success.

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

Key issues to consider when strategizing clients' future financial health.