Practice Management

 3 Ways to Finance Internal Succession Plans

Senior advisors and next-generation advisors should familiarize themselves with these strategies — and the tax considerations. (By DJ Hunt)

How to Choose the Right Advisory Coach

A great coach can help you 'crash-proof' your practice against economic downturns and help you take your practice to the next level.

RIA Acquisition Opportunities Abound as More Advisors Head Toward Retirement   

The growth of the independent channel has complicated succession, and many advisors are unsure of the path forward. 

Advisors: Inspire Clients to Live, Not Just Retire

For inspiration, see what President Jimmy Carter accomplished for nearly 45 years after leaving the White House at 56.

3 Questions That Improve Client Development and Retention

Learning to ask better — and bolder — questions helped me during my four-decade advisory career. (By Lewis J. Walker)

Teaming Made Easier: 5 Tips for Advisors

Teaming is critical for advisors but they often go about it wrong. Here’s why, as well as how to be more successful. (By Beverly Flaxington)

7 Ways to Get Clients Comfortable with Junior Advisors

Feelings of anxiousness or even betrayal are not uncommon for clients paired with someone new. (By Bryce Sanders)

When Type A Clients Get Out of Hand

Advisors are typically Type A themselves, but sometimes a difficult client requires special treatment — or firing.

The Most Challenging Planning Issues

Four financial advisors share the biggest problems they’ve helped their clients understand and tackle over the past year.

Why Encourage Clients to Downsize and Declutter?

Modern retirees overwhelmed by physical and digital clutter are less likely to have the time and money to enjoy the retirement they desire. (By Dave Buck)

Latest News

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SEC: Vanguard to Pay Over $100M for Misleading Statements

The company failed to disclose the risk some target date retirement fund investors faced when others transferred investments to an institutional fund.

Wells Fargo Advisors and Merrill Lynch to Pay $60M to Settle SEC Charges

The Securities and Exchange Commission charged the firms with compliance failures relating to cash sweep programs.

Which City was the Hottest for Rentals in 2024?

An annual RentCafe report looks at rental activity and interactions on the website. 

FMLA Leave Rights May Extend to Siblings, Appeals Court Rules

The case was brought by a worker who was fired when she was took off from work to care for her terminally ill sister.

Most Americans Expect the Economy to Improve in 2025

Inflation continues to pose a financial challenge for many, an Allianz Life study finds.

Looking to Serve Veterans? See Where They’re Working Today

The U.S. Census Bureau finds infantry and combat veterans end up with lower-paying jobs, while two kinds of specialists get paid the most. 

RIA Acquisition Opportunities Abound as More Advisors Head Toward Retirement   

The growth of the independent channel has complicated succession, and many advisors are unsure of the path forward. 

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