Ann Marsh

Independent wealth management firm Banyan Partners is nearly doubling its assets under management to $4 billion by acquiring two firms simultaneously.

When are you most efficient in the day? Figure it out -- and then organize your daily time management strategy with your own circadian rhythms in mind.

Are you paying enough attention to your top 20 clients? Here are some tips to help you retain your best clients.

Two of the most influential organizations in the world of independent planners, the CFP Board and NAPFA, do not agree on the definition of one of the most hot-button terms in the profession: fee-only.

LPL Financial wants its advisors to know that it has heard their complaints and is doing something about them.

Fewer RIAs this year are in the mood to sell thanks to stable growth in the markets.

The 15th largest independent broker-dealer in the country, National Planning Holdings, continues to grow in size.

The complexities of caring for cognitively impaired clients mean advisors need to learn new skill sets to specialize in serving elderly clients or build up a robust network of professionals to help.

The CFP Board is trying to clarify what one of its instructors calls the “opaque” compensation disclosure process that tripped up former Chairman Alan Goldfarb and lead to his resignation.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Focus Financial Partners, one of the country’s largest RIA aggregators, has recorded its fourth deal of the year.

The CFP Board is hosting a webinar on "how to avoid misleading compensation disclosures" -- the very issue at the heart of the board's public sanction of former CFP Board Chairman Alan Goldfarb.

A new poll indicates that more men than women may be willing to hire women as their financial planners.

Washington Wealth Management is continuing its rapid growth -- albeit at a slighter slower pace than its own CEO had forecast.

For any number of reasons, clients sometimes want to prevent their inheritors from draining their IRA accounts right after they die. LPL Financial is joining a handful of other firms in offering a turnkey product -- a so-called inherited “trusteed IRA” -- for advisors to use in these situations.

Advisors have some more competition brewing in the still-nascent online planning world.

Advisors in all channels saw fee income increase as a percentage of their compensation over the past year, according to a new study.

Among the very wealthy, family foundations long have been a common vehicle for charitable giving. However, more families than ever are skipping foundations altogether in favor of simpler and cheaper donor-advised funds.

It’s a tricky act, being both big and personal. But organizers of LPL’s 23rd annual conference are aiming to strike this balance, according to one of its organizers.

Cambridge Investment Research founder Eric Schwartz has put together a highly structured several-year plan aimed at sharing company ownership and allowing it to remain independent. Here are the main pillars of the plan.