Practice structure

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.