Small Business
News, insights and expert analysis on small business from the team at Kiplinger.
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Billed 12 Hours for a Few Seconds of Work: AI and Law Firms
The ability of AI to reduce the time required for certain legal tasks is exposing the legal profession's reliance on the billable hour.
By H. Dennis Beaver, Esq.
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How to Navigate the Silence After Your Business Sells for $5M
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
By Dennis D. Coughlin, CFP, AIF
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Is a Cash Balance Plan Your Key to a Wealthy Retirement?
Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?
By Megan Clark, Investment Adviser Representative
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To Build Client Relationships That Last, Embrace Simplicity
As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and prioritizing personal touches.
By Cody Foster
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Client Demand Is Forcing Advisers to Specialize: How to Deliver
The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.
By Jared Trexler
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What Makes This Business Successful? The Founder's Kids Share
The children of Morgan Clayton share how their father's wisdom, life experience and caring nature have turned their family business into a respected powerhouse.
By H. Dennis Beaver, Esq.
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Smart Business: How Community Engagement Can Help Fuel Growth
As a financial professional, you can strengthen your brand while making a difference in your community. See how these pros turned community spirit into growth.
By Cody Foster
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In 2026, the Human Touch Will Be the Differentiator for Advisers
Advisers who leverage innovative technology to streamline tasks and combat a talent shortage can then prioritize the irreplaceable human touch and empathy.
By Janel Jackson
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How Advisers Can Deliver a True Family Office Experience
The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and the tech to serve their clients.
By Raj Doshi
