Small business

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.

Founders are the biggest offenders when it comes to ignoring these procedures.

Creating the right playbook and calling the plays are key to your client's success.

The majority of small businesses fail. In recent years, more fail than launch every year. But some entrepreneurs soar to new heights, and helping guide them can be a lucrative niche for advisors.