Practice Management

Growing, running and selling a wealth management practice.

Highlights

How to Develop Elite Talent as a Financial Advisor

Mar 20, 2019

Practice—and ambition—makes perfect.

Michael Kitces' #FASuccess Podcast: Reliving the Early Days of Independence with Harold Evensky

Mar 19, 2019

Harold Evensky wrote the book on holistic goals-based wealth management in 1997.

Compliance—Not Cost—Is Most Important to Planning Back Office

Mar 15, 2019

Six in 10 advisors maintain their back office in-house, according to a new survey by FTJ FundChoice.

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How Smart Are You About Tax Credits?

Mar 15, 2019

The Tax Cuts and Jobs Act introduced new rules that dramatically shuffle the tax landscape. How informed are you about them?

Delicately Handling Family Loans and Gifts

Mar 15, 2019

The devil is in the details when clients help out relatives.

The New Family Business Ownership Model

Mar 15, 2019

A new way of looking at ownership to assist advisors working with family businesses.

Content is King, but Compliance is Critical

Mar 15, 2019

Advisors need visual content on demand, so they can address their clients’ priorities, but there is little margin for error.

Maxine Waters to Wells Fargo: Get Rid of Tim Sloan

Mar 14, 2019

The Wells Fargo CEO shouldn't be getting a bonus; he should be removed from his post, said Congresswoman Maxine Waters...

Draft Bill Calls for the SEC to Conduct Usability Testing of Disclosures

Mar 14, 2019

Congressman Sean Casten said the regulator’s testing process is not iterative enough and relies too much on quantitative...

Five Voicemail Tips for Financial Advisors

Mar 14, 2019

There are good and bad messages.

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