Practice management

Done smartly, adding a new team member can re-energize a practice, experts say.

This strategy can help attract and retain talent, which is essential to a practice’s success.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.

Search for advisers who come with a smooth onboarding process.

A professional website is a necessity, as is a presence on LinkedIn.

These two platforms can help give your practice a boost.

These two platforms can help give your practice a boost.

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

The wirehouse's executives think they've struck on the right formula to boost growth through a simplified comp plan, greater autonomy and an attractive retirement package.

How do smaller firm avoid paying six-digit fines for administrative shortcomings?

Consider customer referrals, a strong media presence and philanthropy.

Consider customer referrals, a strong media presence and philanthropy.

They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.

The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.

Older wirehouse advisers opting to go independent should keep these factors in mind if they want a richer exit from the business.

Full-service planning allows for a bigger impact, but a niche approach may mean more objectivity.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

These prospective clients may have fewer assets but lots of dreams, so make time for them.