Practice management

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

It's tough starting a relationship with so much at stake. Here's how.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

Having a third party administrator on your side can help appeal to current and prospective clients.

Market forces have wrought changes that can't be repealed, according to champions of the rule.

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

In an industry swirling with opinions, it's not uncommon to come across a wrong one.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

For many people, insuring for the basics of home health care "might be enough to keep the wolves from the door," says a Nationwide executive.

The growing independent firm has recruited five ex-wirehouse planners since the start of the year.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

How advisers can help overcome their irrational expectations.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.