Practice management

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.

Borrowing from an account with the intention of replacing the funds in 60 days can be hard and come with costly tax ramifications.

There really is such a thing as good advice badly given.

Most people specialize so don’t expect to find a broad range of skills in one person.

The No. 1 IBD poached two more teams from the largest firm in rival network Cetera Financial Group.

The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.

The firm has streamlined its leadership structure and overhauled its marketing strategy.