Practice management

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.

Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.

Advisors know that a transition plan is important, but many fall into the trap of procrastination.

Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?

An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.

Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.

While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.

The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

Last January, one of the deadliest and costliest wildfires in modern U.S. History struck, leaving those who survived with hard-won wisdom about how to prepare clients for the next disaster.

Vanguard's latest poll and analysis offers a multifaceted explanation into how financial advisors should talk about their value to clients and prospective customers.

The platform can offer a wide audience, but with serious content moderation and other concerns, is remaining active worth it?

A tiered service model should make clients feel valued while helping the firm scale.