It's a seller's market. | Copyright Scott Olson, Getty Images Thanks to rising home prices, the wealth of U.S. households rose 1 percent in the first quarter of 2016, to $88.1 trillion, according to the Federal Reserve. The hike comes even as ...

Industry participants have articulated the risks of not having a succession plan for years: lack of continuity for clients, inability for advisors to realize the value of their life’s work, and risk for employees in terms of their long-term...

As an independent financial advisor, it’s sometimes easy to get tunnel vision and focus solely on the bottom line. It's your livelihood, so, naturally, you’ll want to devote a great deal of time and energy into strategizing about...