Banco Popular de Puerto Rico

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

With any level of success comes visibility, and with that comes a responsibility to lift up others.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.