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Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

Fragmented programs can squash productivity and firm growth.

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.

A younger adviser sees the benefits in working side-by-side with technology.