Practice management

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.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

If they’re just writing checks, “that’s coming directly out of their cash flow,” one expert says.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

There’s now a way to measure whether these products do what they promise.

If you do not fully understand the regulations, you’re not alone.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.