Partnerships

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

A split after working together is traumatic. Here are ways to make it less disruptive and stressful.

Once the workload has become too much, be careful and deliberate about teaming up.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

Playing nicely with CPAs can help advisors land new clients.