Charles Paikert

For advisors to the wealthiest families, a new report suggests that it's not what you do that matters -- it's how you do it.

A new PriceMetrix study shows jump in assets & revenue, but highlights other worries for the industry.

Integrating online and in-person advisor experiences to keep up with the competition will be a critical priority for wealth managers, according to the report.

Louisiana-based Summit Financial aims to expand establish itself as a regional power in the Southeast, leveraging its location between New Orleans and Houston.

Structure relationships that factor in a variety of possible outcomes, a case study counsels.

Kitces and Alan Moore are launching XY Planning Network, which will assist financial advisors working with Gen X and Gen Y clients.

'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.

Like immigrants adjusting to a new culture, newly wealthy families adjust in different ways. Here's how financial advisors can help.

"There's still an employee mentality, even if an advisor is the founder or principal of a firm," says Stratos CEO Jeff Concepcion.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Securities America and Triad, both divisions of Ladenburg Thalmann, slapped for "failing to supervise the use of consolidated reporting systems resulting in statements with inaccurate valuations being sent to customers."

Family office execs report a rise in direct investments and so-called club deals as hedge funds fall out of favor. ''Families want to be in control," says one consultant.

Your wealthy client wants to sell his or her business. What can you do to help plan properly for this major liquidity event?

Your wealthy client wants to sell his or her business. What can you do to help plan properly for this major liquidity event?

'The average deal was a $1 billion or more RIA buying a mid- or smaller-size firm, a classic tuck-in,' says Jonathan Beatty of Schwab Advisor Services.

"We're seeing more inquiries like this," says Dynasty president and CEO Shirl Penney. "As the opportunity presents itself, we think more teams will see the advantage of joining to achieve scale, size and get more bang for their buck."

“Executives today don’t want a higher position so much as a broader position," says Kathy Freeman. "They want to be stretched and challenged, and they want an opportunity to grow."