Practice management

Some firms try a joint venture with shared clients while running the original businesses separately.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

Beginning the transition in advance increases employee retention and engagement.

One adviser calls it a "fairly destructive strategy."

The duo launched a new independent practice with the firm's Investment Advisors Division.

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

From health care expenses to taxes, how planners can help clients strategize.

Managing too many tasks at once can alienate your clients, an expert warns.

The method is gaining traction, even as some warn against abandoning the regular approach.

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

Not planning is the biggest risk that advisers can take.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.

Firms can add clients and improve eventual purchase prices by planning for the future.

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

Unexpected health emergencies make succession planning much more than a retirement issue.

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

Some make a complete break from their firms, while others opt to maintain a part-time presence.