It happens all too often. An advisor down the street is retiring, and buying his or her practice could be a quick way to pick up some assets. But advisors who go about buying a book of business in this way are less likely to have a successful acq...

The debate over the fiduciary standard heated up on Monday, as RBC Wealth Management CEO John Taft challenged Knut Rostad, president of The Institute for the Fiduciary Standard, during a webinar sponsored by The Institute. The fiduciary standard...

Two seasoned pros share their experiences

These six steps can help older clients who stop working for others and start working for themselves.

The less you talk about yourself, the more quickly you build rapport with an affluent prospect.