Chelsea Emery

Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

The brokerage industry’s watchdog would also want to play an active role in the design of a possible SEC fiduciary regulation, Robert Cook says.

TD Ameritrade Institutional’s revamped Veo platform allows planners to integrate information across third-party providers with a single sign-in.

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

There are many benefits for clients who invest in property, but identifying them can be quite a process.

Months before the law is phased in, "traditional firms are beginning to look more and more" like independents.

From teaching disaster prep classes before, to holding hands after, advisers’ best practices for catastrophes.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

What do historically low interest rates mean for clients’ retirement savings — and their advisers?

These firms grabbed the top spot when it came to rapid growth.

See which independent broker-dealers have the highest revenue.

Some firms are still hesitant about hiring graduates from college or university programs, but that may be changing, writes Editor-in-Chief Chelsea Emery.

See which independent broker-dealer reported over 31% payout growth, plus dive into the average payout for the top 10.

These firms reported the highest share of accounts topping $100,000.

Advisers who ask clients about the history of real estate holdings can save headaches – and potentially millions.

Close scrutiny of data from the nation’s largest IBDs reveals some surprising shifts, with more to come.

As clients live longer than ever anticipated, advisors face new challenges in helping them prepare for the future.

In line with our mission to provide timely intelligence and insight, Financial Planning launches a redesigned website.

Succession planning becomes personal when advisors hire sons, daughters and other relatives.