Practice management

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?

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Family dynamics can muddy an otherwise clear situation.

It’s tremendously rewarding to help people make smart decisions about their wealth.

Here's how to create a corporate culture that advisers and clients want to be associated with.

OCIE plans to conduct 1,850 probes of RIAs, a 28% jump over its 2016 total, while sharply cutting those aimed at broker-dealers.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

Firms need to deliver value differently in a changing industry, a Fidelity study found.

Despite record AUM per adviser, fees and revenues slump.

Distributors are no longer content with labeling their products with star investors.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

Many new products are great for the industry and not so great for our clients.