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Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

Tanya Krochta is EVP, COO, and Acting CEO of ACORD, the global insurance standards development association. She has over 25 years of experience in human resources and operations, and is a certified Chief Association Executive (CAE).

The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.

Christopher Buchanan is a reporter at American Banker. He is a rising senior at UCLA majoring in English literature and minoring in professional writing. He is a senior reporter at the Daily Bruin, UCLA's student newspaper.

Michael Levine is a Partner in Hunton Andrews Kurth's Insurance Coverage group in the firm's Washington, D.C. office. Mike is a Legal 500 and Chambers USA-ranked lawyer with more than 25 years of experience advising clients on insurance coverage matters and bringing disputed claims to successful resolution through litigation, arbitration and mediation.

Rachel Hudgins is Counsel in Hunton Andrews Kurth's Insurance Coverage group in the firm's Atlanta office. Rachel helps policyholders present and resolve insurance claims across the country and U.S. territories

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

Exchange-traded funds bounced back in May, but not all of them benefited from the upswing. Here are the 20 with the biggest outflows.

Here's a smart way to add long-lasting value to your client relationships.