Practice management

Despite Merrill Lynch’s recent decision to stay in the Broker Protocol, Greg Fleming sees a long struggle ahead.

Morgan Stanley and UBS's exit from the accord spurred a number of advisors to move up their planned career changes.

While there’s no fail-safe method for modeling the costs, a popular calculation may significantly under- or overstate the burden of tuition, room and board, Kitces.com research associate Derek Tharp writes.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

There is nothing to be nervous about — but there is a way to do it right.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should keep a close eye on these provisions, Dave Grant says.

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

The firm's move shakes up the recruiting landscape yet again.

The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

The advisors made their career change just prior to UBS's exit from the Broker Protocol on December 1.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.

Steps advisors need to take now, whether you’re thinking of making a move or not.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

They're the latest mega group to join the boutique wealth manager.