Practice management

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.

The IBD's longtime head stepped down as part of a plan to remake the firm.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

Their use has jumped 1,035% with assets topping more than $1 trillion.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

With two wirehouses out, questions arise as to whether Merrill Lynch will follow suit.

Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.

The wirehouse advisors joined the firm's independent broker-dealer.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

When it comes to planning, hitting financial goals is only part of the story.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

It’s the Roth’s 20th birthday. Where is everyone?

Too many advisors self-sabotage their referral process.

How do advisors navigate all the client portals?