Practice management

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Advisors' best practices for aiding clients affected by natural disasters.

Three quarters of the firm’s 57 new recruits have come from the largest firms.

The move will likely be seen as a win by the opponents of the regulation.

Many financial institutions have activated their emergency centers, closed branches and stocked ATMs in advance of landfall.

Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

Let technology help your practice increase customer retention and find better prospects.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

The loss comes even as the firm has been acquiring new breakaway teams and RIAs.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.

Advisors are just one tool in the box.