Practice Management

To an almost comic degree, Wal-Mart has an insatiable appetite for expanding the reach of the products and services it offers, and now, behold, the behemoth has ventured on to your turf: financial advice. Meet Wal-Mart Easy Investing by Sharebuilder.

Trusts are proliferating, but advisors are focusing on protecting wealth, not on the interests of beneficiaries. This increases the likelihood that resentful beneficiaries will cause an enormous increase in trust litigation. But this can be...

A recent ruling by the Securities and Exchange Commission has made it easier for private foundations organized as not-for-profit corporations with at least $5 million in investments to access the world of alternative investments. Previously, that...

With some one million odd fee-based brokerage accounts holding $300 billion in assets now legally considered advisory accounts, brokerage firms face the daunting task of deciding (quickly) what to do next.

Forget shows like The View. An increasing number of women are handling their own finances and want to talk money, but many firms aren’t listening.

Broker/dealers are starting to market credit products through financial advisors, and it’s good for everyone: the firms, the advisors and the clients.

Treat your clients the way you’d want to be treated, and referrals and business growth will follow naturally.