Practice management

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

The firm is relying on firm reputation and word-of-mouth referrals for growth.

The Philadelphia-based firm takes round one in a complaint involving Broker Protocol and debt issues.

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

Certain locations can help clients maintain their lifestyles — or even improve them.

Triad Hybrid Solutions has added 31 advisors and $1.3 billion in AUM since the beginning of last year.

CEO James Poer seeks a different approach from rivals under the IBD’s new ownership.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

No RIA has ever custodied with TD Ameritrade when opting into the Dynasty Network.

When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.

Deciding what does or doesn’t constitute a “material change” can be a tough call.

Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.

A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.

The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.

The firms broke with Climate Action 100+, a group of money managers overseeing more than $33 trillion, during this proxy season.

Can more education boost the popularity of these funds?