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Industry
Voices
Cater to clients who care about financial data
Patrick Beaudan
CEO
Emotomy
Let technology help your practice increase customer retention and find better prospects.
HighTower loses $200M advisor to one of its former RIAs
The loss comes even as the firm has been acquiring new breakaway teams and RIAs.
Which newly registered RIAs have the most AUM?
Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.
Compliance risks lurk in LPL’s National Planning Holdings buy
The IBD aims to be a 17,000-strong firm, but not every advisor will want to join up, experts warn.
How to redeem the team meeting
It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.
Citing fiduciary principles, $260M team joins HighTower
The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.
Building a high-net-worth practice
Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.
How to find wealthier clients
From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.
Voices
The role of advisors in longevity planning
Kimberly Foss
President and founder
Empyrion Wealth Management
Advisors are just one tool in the box.
LPL’s big National Planning Holdings buy is a high-stakes bet
The nation’s largest broker-dealer must convince thousands of NPH advisors to make the transition.
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