Corporate governance

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

Hard-working advisers can earn fees awarded in bankruptcy courts. Is it worth the trouble?

Sometimes it’s OK to put aside gathering more assets and building a client base, says columnist Glenn Kautt.

Companies need to be able to pivot, and tech infrastructure can't be a hindrance.