Practice management

A deal is more than just a top-line number and misalignment in culture and communications can cause conflict down the line.

RIA Soltis acquired accounting, tax and advisory firm GDM Private Financial Solutions, the latest example of client demand for integrated wealth and tax planning solutions.

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.

Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.

Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.

Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.

Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.

Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.

As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost and complexity of building it in-house.

If you need to know where advisors stand, what they're earning, and where the industry is headed, this is the hour worth blocking on your calendar.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.

Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.

Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.

In contracting for various digital and operations services overseas, Edward Jones is tredding a path blazed by industry rivals like LPL Financial and Ameriprise.

A decade after the SEC first raised concerns about outsourced CCOs, the model is growing. But the fundamental tension remains: How many firms can one person truly oversee, and at what risk?

Women control trillions globally yet remain underserved by financial advisors. Avoid these common missteps to build trust that lasts.

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.