Practice management

Wealth management allows veterans the chance to help each other in a meaningful way.

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

The firm’s asset management arm, along with Franklin Templeton, supplied Remington with a $100 million loan to carry it out of the Chapter 11 process.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

Keith Apton got his first taste for finance while still in college.

"I'm not right for you," along with other surprising things I tell clients.

A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.

The trickle of brokers leaving wirehouses for greater independence is quietly becoming a flood.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

There are three top specialties that survey takers said they want when choosing a new financial planner, with one clear winner.

More advisors can’t ignore the call to go independent.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.