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CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

What are the regions where the share of starter homes for sale is greater than the share of first-time home shoppers?

Planners have picked up some bad habits over the years. Here’s what do to about it.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

How advisors deal with grievances and arbitration can make or break a career.

Clients may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.