Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.

Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.

Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.

A frequent subject of SEC enforcement complaints and examinations can cause newer firms pain if they don't follow the rules.

The question has turned into something of a paradox because of the related, but different, rise of RIAs and how that has affected independent brokerages.

A range of perks and parties could help advisors forge deeper relationships and generate valuable leads, often without breaking the bank in the process.

Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.

Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.

Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.

Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires careful consideration.