Practice management

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Always check and update the beneficiary forms.

Can you live up to your own guidance?

Here's what keeps planners from following the advice they give clients.

Leave this bad influence back where it belongs — in high school.

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

Here’s what advisors need to know about the 20% qualified business income rule.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

AUM, revenue and client base growth are soaring, but advisors must remain vigilant.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

Planners can help empower clients facing a transition that can feel "lonely and daunting."

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

Raymond James, Janney, Ameriprise and Stifel are all racking up impressive hires from the wirehouses.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.