Here's what advisors can do when a client resists selling a stock that's grossly overweighted in his or her portfolio.
Australia institutes sweeping changes in the laws governing financial advisors' practices.
Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.
Unlike most of the advisors on this list, this year's #2 top advisor under 40 is generating production off of investment ideas and trade execution for clients--some of which are hedge funds--whose assets are custodied outside the firm.
For Adam Estes, getting into the financial advisory business meant entering the family business. His father started his practice at Hilliard Lyons in 1972. "So it's always been in my blood," Estes says.
Some planners have found profits - or at least satisfaction - selling assistance or products to their peers.
Identifying problem transactions immediately can help keep you off the witness stand.
A client seeking long-term care funding may be able to get it by swapping a life insurance policy.
Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup.
Culture clash between merging firms can mean the end of even a well-planned deal.
Low rates and longer lives make the conventional wisdom of 4% withdrawal rates obsolete.
These investment strategists say they believe the emerging economies in the world are where equity opportunities are to be found.
When interviewing, hiring, and onboarding recent college graduates, financial planning firm leaders should plan to ask tough and innovative questions, listen extensively, and spend much more time and energy offering the new employees honest compliments rather than just criticizing them.
Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.
Finding the right attorney requires research, time, thought - and sometimes a dose of bravery.
When a relative or friend asks for free advice - or even seeks to become a paying customer - it may leave an advisor in a tough spot.
Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.
In a number of states, clients and prospects are seeking advice on managing new royalty cash.
Often the right phrase or story can help planners persuade their clients to act.
Professional image is a balancing act: Not too chic, but not too shabby. Here's how 6 planners walk the line.