Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

RIA firms looking to grow need to develop a strategy when looking for new talent, according to Kelli Cruz.

"Many expect to continue working in retirement,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies.

Delaying retirement and staying in their current job may be the key for clients looking to bolster retirement savings.

Originally a small group of female financial professionals, the firm's annual event for women advisors expects more than 260 participants.

A Morgan Stanley branch manager, told by his mother to do his best before her passing, works to inspire others in wealth management to do the same.

It's not just conventional wisdom, upbeat advisors really can do better, research shows.

With retirement savings plans directly in focus, the Labor Department is one step closer to implementing a new fiduciary standard whose scope heartens supporters and troubles critics.

Asset managers took lead roles to vehemently oppose the DoL's fiduciary standard proposal. In the course of the Department's hearings, some representatives fared better than others under scrutiny.

Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans.

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

A one-time investment specialist interacts with enough advisors to make the switch to branch management.

How the wirehouse and a new training program will bring in 1,500 new recruits.

To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.

While most people in the retirement industry agree that the Department of Labor has its heart in the right place in wanting to protect individuals from conflicts of interest, many don’t believe the agency has gone about its rule-making in the right way.

Established wirehouse advisors have more choices than ever before, but these mistakes can abort potentially lucrative new relationships before they even get off the ground.

Advisors must understand the impact different drivers have on your firm's valuation.

Adding a young advisor can boost business, but integrating a newcomer into a practice takes patience.