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Practice management
Which custodians have the most RIA assets?
An inside look at which firms are attracting assets and advisors.
Should I ... socialize with clients?
Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.
Financial advisor: The best job for working moms?
Scheduling freedom allows for more time with the kids, say those in the industry.
Voices
Stop buying advisor technology like it's the 1990s
Eric Clarke
CEO and founder
Orion Advisor Services
Bundling your home internet, cable, and telephone services was a great deal once, but not anymore. RIAs have to rethink purchases of all-in-one technology packages for their practices too.
Hire new advisors before you can afford them. Crazy or brilliant?
Finding the talent for your practice might require you to step outside your comfort zone.
HD Vest CEO's quest to convert more tax pros into financial advisors
CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
Kitces: A cure for advisor depression?
The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.
Is Trump a no-go in client conversations?
"We're told that good advisors stay away from politics, but I disagree," says one advisor.
Why 460 financial planners meditated together
An FPA conference's keynote session began with Tai chi and classical music.
No succession plan? Why smaller firms are at risk
Developing a team is crucial for RIA owners thinking about winding things down.
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