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Practice Management

  1. The Biggest Mistake in Estate Planning for Retirement Benefits

    The most common tragedy is the planner who did not take care of the client's beneficiary designation form.

  2. The Advisor's Technology Swiss Army Knife

    One advisor technology startup combines a suite of disparate business-development tools into one effective solution.

  3. Can Financial Advice Fit in an Algorithm?

    We can either use these tools to deliver better service to our clients, or we can pretend nothing's changed and work ourselves into obsolescence.

  4. Anatomy of a No-Brainer

    Scott Simon of Prudent Investor Advisors argues the case for plan sponsors hiring a 3(38) fiduciary.

  5. Quickview: A Picture Is Worth a Thousand Retweets

    This simple and low-cost solution lets you quickly create compelling images and designs to boost online engagement with clients and prospects.

  6. 5 Pitfalls of the 'Preserver' Client Type

    Loss aversion, status quo, and other behavioral biases can have a wealth-destroying effect on these clients' portfolios.

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