Practice management

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

Here’s what to tell your clients about investing in marijuana.

The company has been benefited from aggressive recruiting, with its advisor headcount hitting a record 7,346.

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.

Since investment programs are a small portion of an institution’s overall business, demonstrating the benefits to deposits and loans is instrumental in gaining support.

Become a go-to source for philanthropic clients, and your practice could grow.

Ron Kruszewski's comments came after Morgan Stanley abruptly exited the accord, potentially leading to more costly litigation.

The 15,000-plus-advisor firm's move could spur rivals to follow. Will the litigation return?

New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

The move marks the second wirehouse grab this year for Kestra PWS with more to come, its CEO says.

Advisors must always be ready to reach out following natural disasters.

The Chicago-based RIA focuses on Midwest to expand its footprint.

Lights, camera, action? Get ready for your close-up.

Advisors need all they help they can get retaining clients. That's where technology comes in.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.