Practice management

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.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

Recent announcements from the bank open an opportunity for CEO Timothy Sloan to take a public leadership position on the issue of financial industry compensation.

Shannon Pike will concentrate on bridging adviser communities.

The regulator plans to ramp up scrutiny of bad brokers and electronic communications, among other new measures.

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.