Research / WMIQ

If you're thinking about switching firms, consider this: Now's the perfect time to rid yourself of unprofitable clients and those who cause you to cringe every time

The sticker price can be reduced, if you know how to do it.

Your Boomer clients may have to decide whether to continue working into their planned retirement. Here's how to help them think about it.

Investors nearing retirement are often unaware of how much cash they'll need to set aside for medical expenses, and how to prepare when big-time bills threaten their assets. Advisors can guide them through some critical steps.

The firm struggled in the downturn, but has gotten its house in order.

The season provides an opportunity to relax and to strengthen business relationships at the same time.

Eileen Price and Lisa Miller have found chocolate is the way to a woman's heart—and her purse strings

Is there such a thing as bulletproof asset protection against federal claims? Many estate planners say and advise their clients to use or rely on certain techniques and tools like state exemptions, tenancy-by-the-entirety property rights, limited...

As your practice grows, it becomes harder to do everything yourself.