Practice management

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

Fees are down, making analysts targets for cuts.

The banker involved in a case going before the justices is accused of misrepresenting the financial condition of a client.

The industry risks becoming more of a boy’s club, rather than less of one.

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

New platform upgrades seek to aggregate data and address client concerns.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The need for scale is forcing a reassessment of M&A strategy.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

Clients can save an average of $2,500 off the sales price by striking at the right time.

Be careful when giving gifts over $100 in value.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.