Practice management

Technology is providing opportunity for advisors willing to think outside the box.

They’ve been waiting for things to get better — but they haven't.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

To attract and retain advisors, firms are reconsidering their approach to pay and benefits.

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

Powerful new software and tools can help attract today’s job seekers and retain key talent.

Professional development and service to the community are major benefits of breaking into politics, current and former candidates say.

The independent broker-dealers born during this fraught year have thrived. Now, however, their role in creating today’s independent advisor threatens their ability to survive another half-century.

The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.

Some pointers from colleagues and mentors inspired female planners in unexpected ways.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

Traditional planning strategies will become obsolete.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

There’s a fix, but many firm owners are reluctant to make the investment.

There were 53 new billionaires in the U.S. this year, and 14 of them were women.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

You must not overlook important cybersecurity protocols for protecting your email.

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.