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Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.

The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.

Be sure to check if the original owner has started taking minimum distributions to ensure clients make the right decisions.

One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.

Financial advisors can, and should, develop the profession by building relationships with high schools and universities.

Why? Three other competitors have an astounding 95.8% of market share.

Carson Group has recruited $1.2 billion in client assets this year across 13 different firms.

The model, which runs on IBM’s Watson platform, has suffered from overweight positions in technology and energy, the month’s worst-performing sectors.

The $5 million payment will be shared among other fathers employed by the firm who also missed out on a 16-week parental leave benefit.

The limit on deductible contributions to health savings accounts will jump by $50 for individuals and $100 for families next year.