Industry

Once deeply wary of digital tools, planners may be turning a corner.

Find out where this year's programs fall on the map.

B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

Acquisitions in wealth management have proven tricky in recent years.

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

New platform upgrades seek to aggregate data and address client concerns.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.