Practice management

The firm also recruited an international wealth management team that oversaw $576 million, according to our latest roundup of recent hires and moves.

The independent firm has recruited a number of wirehouse brokers and grown to $3 billion in client assets, according to the company.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

Avoiding these mistakes with a small business is essential.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

Advisers can stay connected in a meaningful way and still automate how they communicate.

When an adviser’s Spidey sense tingles, there’s usually a good reason, Kimberly Foss says.

Use this as an opportunity to target potential clients and address specific niches.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.

The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.

Embracing fiduciary standards, managing client risk and integrating technology are essential steps for every RIA to undertake.

The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.

Just in case clients are looking to cut few corners, here are some of the most common tax frauds that the agency is ready to pounce upon.

The layoffs are part of a shift of personnel to LPL Financial's South Carolina campus to cut costs and position the independent broker-dealer for future growth.

Over $1.7 billion per transaction changed hands in the fourth quarter, according to Charles Schwab.

Advisers might want to steer their practices away from doctors and toward millennials.