Practice management

The top performers in the survey beat their benchmarks in at least seven of the 10 years studied.

In conversation with Patti Cook, CEO of Finance of America Companies

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Meme stocks changed what we thought was possible in the investing space. And now with GameStop getting into the NFT space almost 14 months after the bid to take down hedge funds that had bet against the company, they almost seem like a parody of what already seemed like a parody of investing.

General Counsel Leo Rydzewski said more help is on the way as the organization bolsters its repository of tips and how tos.

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.