Practice management

It took less than six months to hammer out the biggest bank merger in more than a decade, and the price was one of the last things discussed, according to a new federal filing.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

Morgan Stanley's Seth Haye talks about what fuels his workday and why accountability is a beautiful thing.

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

Dane Runia shares insights into his work routine and biggest accomplishment of last year.

The bonus aims to help the firm cope with the industry’s aging demographics, executives say.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

Nicholas Kavallieratos, who ranked No. 2 on Top 40 Under 40, shared this and other insights into the job.

Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.

It's easy to hate the mounds of email in your inbox. I'm quite the contrarian. With the right approach, you can close deals, hire amazing talent and connect great people. Here's how I've done it, while maintaining Inbox Zero.

Which full-service broker-dealer treats its advisors the best? Which is the worst? And when should planners shun wirehouses to strike out on their own? Career consultant to financial planners Rick Rummage lays out the options.

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

On Wall Street takes a closer look at the work routines and feats of this year’s Top 40 Under 40 class.

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.

Tragic experiences led this advisor to find a way to make finance real and personal.