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.

10 Years ‘After’

A decade ago this past weekend, Lehman Brothers filed for bankruptcy, sparking the 2008 financial crisis. In this excerpt from the fall issue of NAPA Net the Magazine, some of the nation’s leading advisors take a look back.   Read More

Some Help for ‘Retiring’ Student Debt?

Student debt looms large as a retirement savings impediment, particularly for younger workers. However, a recent private letter ruling from the IRS was seen by some as offering a step toward aligning those interests. This week, we’d like to know what you’re hearing – and thinking – about this “new” opportunity.   Read More