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How to know when you’ve reached that just-right size.

Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

Advisors should pay attention to compliance issues and evolving expectations from clients.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Planners are torn on whether they should DIY or give outsourcing a try.

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

It can be expensive and time consuming. Is it worth it?

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

It will cost you, but the right team can help you define your business and get your message to qualified potential clients.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.

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

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

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