Managing a Practice

Managing a Practice

Managing a Practice covers the ways that advisors can profitably and successfully run their businesses. It includes practical topics like business systems, advisor fees and client services, as well as professional development and growth strategies. Also covered are overall industry trends and ethics and compliance, as well the various service providers and vendors that advisors partner with to build, grow and manage their practices.

Are HSAs Part of Your Practice?

Last week, the powerful House Ways & Means Committee took up several bills aimed at expanding consumer-directed health care plans, notably health savings accounts (HSAs). In this week’s NAPA Net reader poll we’d like to know your take on HSAs – and how, if at all, they fit in with your practice.   Read More

Mixed Messages?

You’ve doubtless at some point in your career had someone walk up to you and say “I’ve got good news, and I’ve got some bad news.” Well, there was good news – and some not-so-good news about plan designs and participant behaviors in a recent industry survey.   Read More