Practice management

CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.

Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

It may seem counterintuitive, but advisors who offer robust philanthropic guidance see major boons to their bottom line.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?

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.