Practice management

As regulatory scrutiny mounts, firms are expected to do more to position employees to fend off cyber threats.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Digital marketing is not getting any less prominent, and by failing to adopt new prospecting techniques firms risk being left in the dust.

Taking a strategic approach can earn referrals and more assets to manage, according to columnist John J. Bowen Jr.

Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.

Ideally, these tools allow clients to view all their accounts in a single location and evaluate the impact of their investments.

The addition comes on the heels of RBC luring over a former HighTower executive to serve as its new head of recruiting.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Advisor Kevin Keith pointed to HighTower’s technological capabilities and a fiduciary culture in his decision to leave the wirehouse.

Pair a staffer junior with a senior advisor; they just may come up with something.

An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.

As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.

While coping with the killing of a beloved colleague, EFS Advisors scrambles to protect his clients.

Bing, Google and HubSpot offer free tools to measure the return on investment.

Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.

Pick clients’ brains on how to become the advisor to a specific group of people.

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

Greg Fleming was tapped to become CEO of the newly formed Rockefeller Capital Management.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.