Complications for LGBTQ+ clients are only likely to proliferate with impending legal decisions.
A successful job offer will not only win the candidate, but lay out a sustainable vision for the future.
Increasing your investment in marketing can boost organic growth, especially during a downturn. Here’s how to do it while keeping return on investment in mind.
It's critical that the DOL and members of Congress hear from advisers what their independent classification means, not just to them but to their clients as well.
Guiding jittery clients through rough financial patches is one of the most important things advisers do, but they need to keep themselves from being emotionally drained by the effort.
When considering a move, it’s critical to strike the right balance between satisfying specific, objective criteria for immediate needs while taking a wider perspective of longer-term goals and shared values.
DPL Financial Partners’ $20 million in additional capital, Ethic Investing’s $50 million Series C round, and the demise of UBS’ deal for Wealthfront are among the highlights of this month's roundup.
Such a move can be the rocket fuel to grow a meaningful practice with long-term growth potential and a recession-proof business model.
While hedge funds are aware of how leverage and low liquidity can pull them into deep markets, advisers need to keep in mind how this risk dynamic can play out within households.
Fundamental rationales for mergers and acquisitions remain strong, but deal details reflect current market realities.
Go beyond customer satisfaction — satisfied customers don't drive ROI and profitability the way that a raving fan does.
Many Hispanics are choosing to start their own businesses, and financial advisers can help those business owners realize their goals.
It's important for advisers to understand how the emotions of clients can dictate whether and when they'll give you more assets to manage.
Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.
Taxes can create a significant drag on the value of a portfolio, so here are the things you should be looking for in a client's tax documents.
Instead of pursuing ultra-high-net-worth clients, more advisers should target the largest group in need of wealth management advice in America.
Sometimes employees need an exodus from the professional grind that will give them some rest and time for fresh thinking, and even allow them to fulfill pursuits that have nothing to do with work.
Many owners of small firms don't plan their exit properly — or at all. Here are things advisers should keep in mind to help business-owner clients make plans.
Millennials — those born between 1981 and 1997 — trail far behind older generations, with only 5% of the country's wealth. But they're starting to come into their own.
Adding a tax overlay to multiple unified managed accounts lets advisers generate tax alpha through APIs that identify and recommend tax-smart trades and sales.
