Small business

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Small-business owners can win when advisers use a stacked-pension approach to 401(k) planning.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

If a client becomes incapacitated, who will give the financial planner directions?

Clients who are freelancers can be a good source of referrals, but they also need more attention.

Solo advisory owners have it tough. How do they manage to oversee a practice, meet client needs and still have a life?

Nothing in the 401(k) plan market changes overnight and some caution that while robos may have a valuable role to play in helping prepare employees for retirement, employers need to do their due diligence.

"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.