Practice

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

2013 was a great year for advisors. But with new compensation rules and industry consolidations changing the landscape, our panel of top recruiters is urging advisors to cut their best deal now

As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.

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.

Most clients, even educated, wealthy ones, frequently have no idea how their advisor is paid.

Readers asked if a branch manager is allowed to telecommute. Alan J. Foxman has the answer.

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.

With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.

New York City Comptroller Scott Stringer, who oversees $150 billion in pension assets, called for expanding a ban on agents who solicit investments for the city’s five pension funds.

North Carolina’s Janet Cowell has some unusual qualities for a state treasurer: For one thing, she can say “running dog of a capitalist” in Mandarin. She’s also poised to voluntarily surrender her status as one of four officials nationwide with sole control over state pension investments.