Practice management

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

The two advisors generated about $1.5 million in annual revenue, according to the No. 3 IBD.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.

Men and women who work in accounting say there’s a low prevalence of sexual harassment in the profession; the numbers suggest otherwise.

Human resources professionals are looking to fight bad behavior driven by upper management.

Monte Carlo simulations can only do so much.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.

It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.

Unhappy with M&A offers, CJM chooses to stay independent.