Updated Monday, March 30, 2015 as of 12:19 PM ET

Practice

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Only a third of advisors surveyed by IMCA feel safe enough to say that robos pose "no threat" to their business. A skills upgrade is one line of defense, the group advises.  More »
In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.  read more »
Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.  read more »
In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.  read more »
Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors.  read more »
For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.  read more »
Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.  read more »
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Cybercrime: A Rising Threat
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