Practice management

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.

Smaller brokerages are benefiting in big ways from cutbacks at three of the four largest firms.

The nation’s largest broker-dealer must convince thousands of NPH advisors to make the transition.

The firms had the same parent, but Girard Securities’ CEO says the move will help its 200 advisors.

Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.

Phil Shaffer says changes in the business necessitated a career change if he was to maintain an edge in serving clients.

The nation’s largest IBD paid $325 million, but it may spend as much as $508 million in the deal.

Over 75,000 advisors in the U.S. will be affected by what is expected to be the most significant version of CFP standards to date.

A checklist for advisors who have clients looking to launch a new business.