Practice management

Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.

The new recruits joined the firm's independent and employee channels.

Firms seeking to adapt need to keep these four points in mind.

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

Concerns about medical expenses are sky-high, but there are solutions.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

The fee is “like a cash-printing machine for plan administrators," said one expert, and there’s very little clients can do about it.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

The costs of complying with the fiduciary rule may cause many smaller independent broker-dealers to disappear. Advisor Group plans to take advantage of this trend.

The White House has made fiduciary part of investors' vocabulary.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

One of the new recruits says his group was attracted to the firm's platform and culture.

Find out which top practices gained or lost advisors in the last year.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

The new year is off to a busy start with deals worth $250 million.

See which of the top firms added, retained or even lost clients in the past year.