Practice management

Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.

In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

See which firms are paying advisors with $1 million in annual revenue the most.

UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.

RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.

UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.

Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.

The Treasury and IRS plan to withdraw regulations that labeled basis-shifting transactions among partnerships and related parties as "transactions of interest."

The choice of brokerage or RIA firm involves any number of factors and a range of timelines. Here's what the numbers and experts suggest are the main drivers.