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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.

Helping those in need is not for the faint of heart, but it is a great way for fledgling planners to hone their skills.

To attract and keep successful clients, advisors need to be transparent about fees. Here’s how one advisor navigates those touchy conversations.

Clients know that profits don’t always point up all the time. Don’t try and fool them.

Advisors can help clients and their survivors by helping plan out funeral services.

What can RIAs do to prevent relatively minor technology hiccups from seriously disrupting their operations?

How one firm helps advisors map out a plan 10 years before retirement.

To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.