Wellness

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.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

When it comes to planning, hitting financial goals is only part of the story.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Clients should consider a dependable second-hand car instead of a new one, and then redirect the money saved into a retirement account.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

More than 80% of women in the advisory business find the old boys’ network undercuts their professional development.