Portfolio

Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.

Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.

A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.

As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.

Consolidation has been ongoing for more than a decade in wealth management, but it accelerated to unprecedented levels this year.

Rethink bonds and hedged funds while prepping clients for a market correction — or worse — in the coming year, counsels the CEO of Toews Asset Management.

The end of the year provides a rare opportunity for financial advisors to connect with clients and prospects without a pressing reason. Experts say there are tried-and-true methods for making it count.