Practice management

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Focusing solely on finances isn't a good prescription for a happy retirement.

Focusing solely on finances isn't a good prescription for a happy retirement.

A close look at what's driven the advisers at the top of this year's ranking.

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

Here is how advisory firms should position themselves for acquisition.

Writing articles for media outlets is one way to stand out in a competitive marketplace.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

Firms that try to be all things for all clients may end up struggling.

The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.

Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

The advisers oversaw nearly $900 million in combined AUM, and moved to Morgan Stanley, Raymond James and HighTower.

Compensation is just part of the consideration for an adviser to go independent.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

RIAs must start disclosing more about bad actors, auditors and asset breakdowns.

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.