Practice management

Valuations are growing, but not as quickly. Brand is key. Size matters.

Nearly half of advisors are optimistic about expanding the services they offer clients in the coming years.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

“Improve or die” is probably a more useful mantra for independent financial advisors than “grow or die.”

Bidding them goodbye can be tough emotionally and for your business. But here's why experts say some customers have to go.

A new Securities and Exchange Commission proposal would require public companies to report climate-related risks across their value chain. That could be especially difficult if it means banks have to account for their borrowers' emissions.

Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

Two studies point to significant barriers, including jargon and financial advisors who don’t take them seriously.

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The latest legal fight between the firms over departing brokers raises questions about the effectiveness of the Broker Protocol.

He says the industry has become much more diverse and supportive, but there’s still a long way to go.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

There are decisions to be made ahead of final guidance to be released by the commission later this year.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.