Practice

How a close relationship with his planners has made Edward Sudzina one of the industry's top leaders.

How specialty areas are helping this elite group of 20 advisers boost business.

A split after working together is traumatic. Here are ways to make it less disruptive and stressful.

Regulators should step up their inspections of digital advisers as these tools surge in popularity, the firm said.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.

Managing a deluge of data analytics, adapting blockchain technologies, and providing increased data record security and transparency by regulators and investors are all issues firms will face, NICSA members say.

The Swiss firm alerted brokers that they may take their disputes to FINRA instead of resolving them in a private forum set up by the company.

To really come out ahead from delaying Social Security, a client has to live past 80. Otherwise, it's probably better to take a reduced benefit earlier.

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

Make sure to devise a clear, easy-to-understand plan that correctly values the practice.