Practice management

Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.

The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.

Though notorious for being complex, they can be incredibly helpful in the hands of tax professionals who know how to use them.

Fortunes in the tech and health care sectors jumped by 43% and 50%, respectively.

The custodian had been a key player in the growth of the independent channel.

Demand from clients has some advisors reconsidering sustainable investing strategies.

Director tenures, nominations and committees are changing after an independent task force identified weaknesses.

These firms oversee more than $185 billion in combined assets.

The same words keep popping up in company titles. Here’s why that may be problematic.

The firm is maintaining control but dropping its FINRA registration as the sector’s rising expenses and lower margins fuel consolidation.

If this year has taught our industry anything, it’s that the key is to stay nimble.

The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

Investor advocates, religious groups and proponents of ESG investing argue the changes are a gift to business lobbyists that will muzzle corporate critics.

The company has been experimenting with ways to recruit more women and minorities, including a program to hire professionals who had left banking.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

The majority of planners intend to work remotely at least one day per week through 2021.

Relations between the world’s two largest economies are at the lowest point in many years.

The number is behind previous years, but the firm’s new head of business development says independence is more appealing amid the coronavirus.

While some industry employees are eager for the normalcy of their offices, others are more reluctant as experts predict another rise in virus cases.