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Practice management
Stop discounting ― your clients don't care
Affluent clients have "a fairly low awareness of fees," according to new report.
40% of Americans are comfortable seeking financial advice from AI
Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.
Top 40 under 40: Profiles in success
These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.
Sponsored by Investments and Wealth Institute
This $4.6M advisor chose finance over medicine and never looked back
Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.
Navy pilot turned advisor helps military vets with complex challenges
Wealth management allows veterans the chance to help each other in a meaningful way.
What this $4.2M Merrill advisor learned from his first sales job
Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.
Should I ... socialize with clients?
Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.
Financial advisor: The best job for working moms?
Scheduling freedom allows for more time with the kids, say those in the industry.
Kitces: A cure for advisor depression?
The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.
Is Trump a no-go in client conversations?
"We're told that good advisors stay away from politics, but I disagree," says one advisor.
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