Practice Management

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These states have the best 529 college savings plans, Morningstar says
YOUR PRACTICE PRACTICE MANAGEMENT OCT 29, 2024
These states have the best 529 college savings plans, Morningstar says

Costs have come down, investment options have gotten better, and stewardship by states over 529 college savings programs has improved, says ratings firm.

CAIA expands UniFi learning platform with PE microcredential
YOUR PRACTICE ALTERNATIVES OCT 29, 2024
CAIA expands UniFi learning platform with PE microcredential

The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.

Inner self-betterment gene drives ambitious advisor
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Inner self-betterment gene drives ambitious advisor

The realization that his words can make others rich was a lightbulb moment for Chris Doughty.

Hands-on advisor goes the extra mile for clients
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Hands-on advisor goes the extra mile for clients

Michael Joyce, president of Agili, explains his goals-based approach.

Technology driving tailored portfolio approach
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Technology driving tailored portfolio approach

Data can be overwhelming unless you can prioritize, says Wealthspire Advisors VP.

Advisor aims to empower the working class
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Advisor aims to empower the working class

"There's a world littered with educated derelicts — people who know a lot but can't put it into practice."

Hybrid portfolio approach hits sweet spot
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Hybrid portfolio approach hits sweet spot

Multiple strategies form building blocks for families, says CIO.

Aligning client goals with life aspirations
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Aligning client goals with life aspirations

How Cristina Livadary’s personal experiences shaped her philosophy as CEO at Mana Financial Life Design.

How advisors can fuel growth with client communication
YOUR PRACTICE OPINION OCT 24, 2024
How advisors can fuel growth with client communication

Having a well-defined marketing plan can help focus their strategies and tactics – but that's just the start.

Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2024
Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches

Inside Schwab's franchise model: How Greg Grooms and Scott Parker built thriving practices

Investors' faith in financial plans is growing
YOUR PRACTICE PRACTICE MANAGEMENT OCT 22, 2024
Investors' faith in financial plans is growing

Increased demand for financial plans follows market volatility and growing array of complex investment vehicles, Cerulli says.

NAIFA bolsters support for advisor members with Practice Intel tie-up
YOUR PRACTICE FINTECH OCT 22, 2024
NAIFA bolsters support for advisor members with Practice Intel tie-up

The association's new strategic partnership aims to help growth-focused advisors with access to a data-based performance improvement platform.

'You broke my heart': Accountant allegedly swindled Pacino out of $50M
YOUR PRACTICE PRACTICE MANAGEMENT OCT 21, 2024
'You broke my heart': Accountant allegedly swindled Pacino out of $50M

Entertainment niche advisor says key to clients not becoming victims of fraud is the "separation of church and state."

What advisors tell clients amid endless data breaches
YOUR PRACTICE PRACTICE MANAGEMENT OCT 18, 2024
What advisors tell clients amid endless data breaches

Data breaches are so common it's helpful to act as if one's information is already widely available, one advisor warns.

The business continuity planning lessons amid Helene and Milton
YOUR PRACTICE PRACTICE MANAGEMENT OCT 11, 2024
The business continuity planning lessons amid Helene and Milton

The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans.

The future of fees
YOUR PRACTICE PRACTICE MANAGEMENT OCT 08, 2024
The future of fees

Is it finally time to wave goodbye to the industry standard 1 percent AUM fee?

Best practices to ease clients’ political anxiety
YOUR PRACTICE PRACTICE MANAGEMENT OCT 08, 2024
Best practices to ease clients’ political anxiety

Following the EPIC framework and five stages of grief can be important tools in the advisor toolbox.

RIA M&A market remains red hot, says Dynasty Financial CEO
YOUR PRACTICE RIAS OCT 07, 2024
RIA M&A market remains red hot, says Dynasty Financial CEO

Dynasty Financial Partners CEO Shirl Penney explains why now is a good time to sell a wealth management practice.

Advice should be humanistic, not just holistic
YOUR PRACTICE PRACTICE MANAGEMENT OCT 07, 2024
Advice should be humanistic, not just holistic

Advisor talks about incorporating financial therapy into her wealth management offering.

Helping advisors tackle margin compression
YOUR PRACTICE PRACTICE MANAGEMENT OCT 07, 2024
Helping advisors tackle margin compression

Advisor fees have remained relatively steady despite free compression across the industry. However, clients now expect more bang for their buck, says AssetMark's Matthew Matrisian.