Practice management

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.

Succession planning is easy to talk about. It’s much harder for planners to actually plan for.

The private equity-backed firm has added seven ex-wirehouse advisers so far this year.

Sometimes, the best way to keep control is to relinquish it.

Mastering technology is no longer an option for advisers, but an imperative.

Mastering technology is no longer an option for advisers, but an imperative.

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.