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Summary: Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.
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Summary: The latest version has many changes from current law that would affect advisers and clients. After days of negotiations, Republican leaders aim to present a final tax bill to Congress for a vote this week, in hopes of getting it to the president's desk for signature by Christmas.
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Summary: As financial advisers look across the financial landscape, they find plenty to keep them up at night.
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Summary: The holidays are a great time to show the people in your life you care. After another year of working closely with clients, it's an opportune time for advisors to send them a little something to show them how much they're appreciated. Yet finding the right gift can be a tricky endeavor.
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Summary; Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.
