Family offices

The goal is to make clients appreciate the value of services being offered.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.

The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.

The dingy office, even one that provides excellent service, faces an uphill battle.

A Fidelity survey reveals who made what in one of the industry's most opaque segments.

Founders are the biggest offenders when it comes to ignoring these procedures.

Is it time to take a closer look at private foundations?