Lead Generation

A new industry snapshot highlights record firm count and AUM, while continuing steep client growth fueled in considerable part by the rise of robos.

"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

The firm is trying to show advisors how they can use LPL’s resources to “get more at-bats” with prospective clients, an executive said.

The "I am a CFP Pro" campaign will feature younger, more diverse voices from the planning community.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

Five important danger signs that can save advisers a lot of trouble down the road.

A recent OCIE report shows that advisors are missing the mark on protecting their businesses against cyber threats.

Risk alert: The agency expects advisors to follow these steps.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.

There is a way to help reshape deeply ingrained destructive habits.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

Can three foreign market index funds outperform a single total non-U.S. market index fund?