Wellness

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.