Financial Planning January 2016

It’s not easy being one of the largest RIA firms in the nation. The leaders are doing everything it takes to lure the right talent, grow their practices and remain truly independent.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Planners need to understand some of the functions that might be included in a modern trust.

Creating a performance management process will help firms get the most from staff members.