Banco Popular de Puerto Rico

How can you build a better advisory practice? Check out some tips from the experts.

How can advisors be more productive and take more time off? According to Jimmy Williams of Regier, Carr & Monroe in McAlester, OK and Randy Thurman of Investment Advisors Inc., by focusing on a dozen simple steps, the big picture becomes simpler.

Change is the name of the game in 2013. A new report from Aite Group looks at the major trends that could dominate the wealth management industry this year.

Though many advisors say that they want to boost client satisfaction, most don’t know how to make it happen. By taking the right steps to keep your clients highly satisfied, you will be able to position your practice for stronger growth.

As an increasing number of fee-based advisors leave wirehouses to go independent, some custodians are experiencing some of the strongest growth in the financial industry. Here are the top 15 custodians as ranked by RIA assets.

As the RIA industry grows and reshapes itself, advisors need to keep an eye on the shifting competitive landscape. In our annual RIA Leaders report, in addition to identifying the top 50 firms by AUM and by growth, Financial Planning ran the numbers to find 50 emerging fee-only RIA firms to watch.

The RIA sector drastically outpaced the growth rate of the rest of the financial services industry in the past year, growing at 13% versus 1.3%, according to research from Cerulli & Associates. For our annual RIA Leaders report, Financial Planning ran the numbers to look at the 50 fastest-growing fee-only RIA firms for 2012.

Two questions lie at the heart of the rapidly evolving registered investment advisory space: Which of the country's 15,016 RIA firms can legitimately call themselves independent? And what, precisely, does independence mean anyway? Here are Financial Planning's top 50 fee-only RIA firms for 2012.

With 2012 coming to an end and 2013 just on the horizon, many advisors are doing what they can to prepare their business for the New Year.

When doing their Christmas shopping this year, advisors didn't forget their clients. And some are coming up with unique ways of rewarding the loyalty of their closest accounts. It starts with a card and gets more involved (and more pricey) from there. See what some clients are finding under their tree this season.