Practice management

Times are good for RIAs, but a new study suggests firms should be monitoring fees more closely.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

The more you learn, the more you realize how little you know.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

The partners opened their RIA under consultation with a firm founded by former HighTower executives last year.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Close relationships are part of what makes the profession special, one advisor has found.

The upfront tax benefits are undeniable, but that doesn’t necessarily help business owners in the long run.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

House hunters and sellers have been busy in these cities this summer.

Sometimes a planner's advice can go awry, despite best intentions.

The firm is finding success despite being outside the Broker Protocol.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.