Wellness

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.