At a discussion panel last Tuesday at the NAPFA conference on selling a business to a junior partner,…
Coming tax law changes necessitate a closer look at strategies
Many wives would just as soon leave the family finances to their husbands, but smart financial advisers don’t…
Forget the C-suite power-play look. Advisers are finding that more casual office environments can make client meetings more comfortable and productive.
From pay to valuation, plenty of tricky questions; 'better to start out low'
An investor website is promising to give clients their first clear look under the hood of their brokerage…
Advent of large national firms will make it tough on minnows, says United Capital's boss
Ease of use a real selling point; trails only Facebook, Twitter in popularity
Delaplane tells advisers he's not optimistic that 'grown-ups' will prevail on Capitol Hill
Financial planner John James is the parent of a special-needs child, but for years, he didn't fully comprehend…
