Practice management

Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.

The panel's recommendation would also seek comments on the possibility of outsourcing some review functions to third-party firms.

The Ameriflex Group has been adding advisors and assets without using the kind of M&A deals that often fuel expansion in the industry.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.

The marketplace for buyers and sellers is changing as advisory practices consider transactions that could alter their firms on a permanent basis.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.

Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.