If you are intelligent, this will get you exactly nowhere in financial planning profession.

Should financial advisors align themselves with large or small broker/dealers? Read on for an analysis of the issues.

Is there any way to “fire” a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.

What kind of information is floating around in the public domain, and how can you access it?

When clients divorce, what’s a financial planner to do? As they say in a mindfield, step very, very carefully.

This article describes how so-called study groups — the aggregation of several financial planning firms into a group that relies upon and networks with each other — can give a small firm the power of a large one.

If you are not sure how you feel about the economy, you at least take the temperature of your peers. A group of advisers is becoming the financial world’s answer to the Nielsen families resulting in the Advisor Confidence Index.

Is the popular model for levying fees, a percentage of assets under management, really right for financial advisors? Some fee only advisors are charging extra for certain services, earning fees, and getting recognition for value they add.

Is there any way to “fire” a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.