For many older advisors, the task of finding an exit strategy can be so daunting that they simply put it off or don’t do it. But your successor could be the person sitting across the table—your client. That’s how Joel Shaps came to run Los Alt...

In which seasoned advisors get to give one piece of advice to their younger selves.

How do you differentiate yourself from your competitors?

Like a car without an engine, a business plan is worthless without execution.

Wealth management solutions come in many varieties, just like one size doesn’t fit all for drug prescriptions.

When it comes to training the next generation of financial advisors, recruiting is only the first step. After all, only one in five trainees successfully progress to become financial advisors, according to a report issued Wednesday by Fidelity...

Eventually your clients, and every other advisor’s clients, will start asking the hard questions. Before they do, you should ask and answer them yourself.