Practice Management

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  Angie Herbers: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 23, 2013

  Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long.

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  Is Your Broker-Dealer a Screaming Eagle or a Box Wine?

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  May 22, 2013

  Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

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  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  The Advisor as Inspirer

  By Ellen Uzelac  |  April 29, 2013

  How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.

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  Looking for a Job After College? Try Financial Planning

  By James J. Green, AdvisorOne  |  April 12, 2013

  Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.

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  Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow

  By Editorial Staff  |  April 1, 2013

  We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.

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  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.