Practice management

The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

The engine of future growth for the top independent broker-dealers is likely to be fees.

"With 15,000 financial advisors, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

The RIA's 7th deal in 16 months is for a $160M adviser.

The online experience should reflect what it’s like to work with you.

Nearly $500 billion of funds held by millennials is up for grabs.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

Advisers need to plan their nonprofit work as carefully as the rest of their business.

The firm isn't the only one benefiting from a still strong breakaway movement.

By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.

Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

Don’t underestimate how valuable your services can be when clients make property decisions.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?