Portfolio

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

How advisors deal with grievances and arbitration can make or break a career.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

Local jurisdictions in high-tax states are grappling with changes and headaches from the tax overhaul.

“The discussions we’re having now are, ‘Call your municipality and try to establish what your liability is. Call your mortgage holder,’” an advisor said.

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

The firm has been driving its expansion, pulling in talent from its competition.