Brent Brodeski

As individual performers, these people can be very good at what they do. They may have great technical or sales skills but they can sap the spirit and energy out of your firm.

Too often succession plans tend to be all-or-nothing. There are better ways.

Ranking RIAs by AUM or number of employees is misleading.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .

Mergers and acquisitions can be critical for firm growth. Here’s how to be sure they’re successful.