Practice management

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Holiday parties and team-building outings may still be deductible. What about entertaining prospects over dinner?

The regulator's proposal is set to remake compliance standards for brokers and advisors.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

How can advisors best use the investment research firm's data to help clients?

All systems go for more transactions — but the stock market is a wild card.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.

Developing a team is crucial for RIA owners thinking about winding things down.

The bank’s latest retreat from wealth management will move 51 advisors to the independent space under Woodbury Financial.

Books can be great marketing tools, but also time consuming.

The downward trend in the supply chain is already prompting major changes, and it could soon spill over to advisors’ practices.

The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.

Dennis Zank will continue to be affiliated with Raymond James as a financial advisor.

"Vitriol" and "vileness" lead FPA national to take unprecedented "nuclear option" against New York chapter

Advisors may be upset due to the high-handed attitudes of the larger firms, but pulling down six zeroes a year can offset a lot of irritation, says On Wall Street’s annual recruiters roundtable.

Two-thirds of firms don't know how to attract young people, a new survey reports.

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

The commission's new risk alert focuses on fees and expenses and amplifies its focus on disclosures and compensation structures.