Wellness

With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

How they’re hiring, striving and even thriving under new conditions.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

The deadline to apply is Sept. 27.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

Recessions, bubbles and bear markets can teach advisors about the general investing public they look to serve.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

The firm tapped the co-working company WeWork to design new offices, which span more than 100,000 square feet.

Sadness and stress are more commonplace in finance than among the broader U.S. workforce. Here’s how you can cope.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

Cecilia Williams, chief compliance officer at Halbert Hargrove, explains why the firm offers its advisors a monthly incentive to live closer to the office.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.