Practice management

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.

The firm, which has roots going back 130 years, sees a way to potentially turbocharge growth.

Advisors such as Greg Hersch have long found professional fulfillment by leaving wirehouses to start their own firms. But will they soon find that path cut off?

The firm wants to rid advisors, and their clients, of traditional paper checks.

Ex-UBS advisor Greg Hersch says opening his own RIA has been among the most challenging tasks of his career.

Those who live abroad may be disappointed. Here’s why and how to prep them.

The effort will allow other critical resources to be focused on more substantive matters such as examinations and licensing requirements.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

CEO is right to resist the temptation of a more drastic overhaul.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Consolidators are doubling and tripling RIAs' five-year performance.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

New sections on real assets and passive investing vehicles are coming to the CIMA exam this summer.