Banking

Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.

Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

This type of software had the biggest influence on ROI, according to our tech survey.

When advisors are uncertain where to begin, colleagues and even relatives can help.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Some may not want to get dressed, shaved and made up before meeting on camera.

Share documents with clients and collaborate securely online through document vaults.

Such tools can help advisors more easily assess clients’ risk tolerance.

Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.