Practice Management

Awarded a special visa by the UK, George Kinder will integrate his life-planning principles into organizations to empower employees.

Investing in the lifelong gift of friendship — with new and old friends — offers many benefits that can impact our health and well-being.

Retirees anticipate endless days of freedom, but a financial advisor can help prepare them for the realities that await them.

Financial advisors are helping high earners and the children of existing clients manage uncertainty and stress.

A visionary CEO and a COO are critical, but this third role is just as essential for running healthy, growing businesses.

The SEC is friendlier to small businesses, which include the majority of advisory firms, says the head of the Investment Adviser Association.

Retirement can trigger deep and confusing financial anxiety, but as an advisor you can help them transition less stressfully.

By addressing key factors and adopting the right mindset, they can enjoy a more rewarding retirement than they envisioned. (By Marianne Oehser)

Having multiple copies of all of the things that help you run your life brings a certain kind of peace. Here's what to save and secure.

When clients ask “What will happen” questions, advisors may want to limit their answers to three topics. (By Jeffrey Briskin)