You need some sort of economic glue, such as a revenue-sharing agreement, to hold a strategic alliance together. These 5 steps should get you started.

Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace.

With FINRA likely to impose some kind of compensation disclosure rule this year, advisors need to think about how best to explain how they get paid to their clients.

Enterprise growth, Gen Y outreach and a "war for talent" were in the spotlight last week as more than 1,600 advisors and about as many vendors and industry consultants gathered in Orlando, Fla., for TD Ameritrade Institutional's annual national conference.

You've finally hired some smart young associates. Consider these ideas to make them as productive as possible.

When it comes to teaching financial advisors new skills, two instructors may be better than one.

What's to be done for people who have plenty of money, but just can't seem to enjoy it?

The number of CFP professionals worldwide rose by 3.76% in 2013.

What should you be doing to ensure that your culture and management mentality perpetuate an attractive place for new hires to work and grow for years to come? Here are some tips to consider.

Want to be a divorce financial planner? Here are the top tips to help you be successful.

The CFP Board announced this week that it's shortening its CFP certification exam and transitioning to a computer-based testing platform.

Now that you've chosen to switch firms, make sure you do it right.

One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Better communication skills can help you build new relationships despite a cultural shift toward greater skepticism.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

Because I specialize in planning for teachers, I follow a number of teachers on Twitter -- and it turns out they share information like crazy. They have multiple chats throughout the week and help each other out with their daily problems.