Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.

Advisors know that a transition plan is important, but many fall into the trap of procrastination.

Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.