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Ira S. Rosenbloom is chief operating executive of Optimum Strategies, which improves the performance, profitability and succession options of small and midsized accounting practices across the Mid-Atlantic region.

Carolyn Armitage joined the RIA M&A consultant after LPL eliminated the enterprise consulting division.

It may be only a matter of time before advisers begin embracing lower offers.

The firm offers a "health warning" that fees be included in all funds, noting that high costs associated with active products have led to underperformance.

Using digital tools to gather financials earned planners an average $2,000 in additional revenues per client, according to a survey.

Margaret Newkirk is a reporter with Bloomberg News.

It’s important for all advice firms to have an information security strategy in place that safeguards company and client data wherever it resides.

Mark Sievert is managing director of global treasury and payments at Silicon Valley Bank.

It will cost you, but the right team can help you define your business and get your message to qualified potential clients.

Scott Raskin is the chief executive of Spigit, an innovation management software provider. He has two decades of experience building technology brands, including Telelogic and Mindjet.