Practice management

The group opted to join HighTower, which has added nine teams so far this year.

Most fortunes disappear by the time grandchildren have taken control.

Comprehensive valuation gives a picture of the present and helps build strategies for the future.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

Robert Goff discusses how to maintain culture without generating conflict.

Identify seasoned advisers who can be trained to become the next generation of leaders.

The OCIE is suggesting best practices for firms to protect themselves.

As second-story advisers, they can focus on servicing their books without the burden of helping the branches with training and sales development.

Getting them right can be the key to a pain-free succession.

Many government retirement benefits are taken for granted by advisers, but still confuse clients. Here's what needs special attention.

This can help show what is working well and what needs to be enhanced or revamped.

There could be a savvy person who could take over the practice among your wealthy clients.

Create an everlasting cultural legacy for employees to make a seamless transfer.

"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.

As university planning programs churn out the next generation, RIAs may want to drop by campus.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

Wean them away from the notion that they have just one adviser at the firm.