Practice and client management

Despite the notable flows and valuations, some sellers get locked into an ill-fitting parent firm without many options for getting away.

A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, but it isn't without its pitfalls

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.

The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

Regulators say they are seeking fairness, noting that firms that reached deals with the SEC before the start of the year are under fewer regulatory mandates.

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Our research-driven program recognizes money managers with superior company practices, cultures, programs and benefits.

Our research-driven program recognizes RIAs with superior company practices, cultures, programs and benefits.

PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

Private equity-backed consolidators need platform uniformity to grow — but without sacrificing acquired RIAs' unique strengths.