Practice management

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

Which firms showed “meaningful progress” in improving client experience? And which one slipped?

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.

Following these steps will help advisers prepare their firms for the future without them.

Advisers should leverage these relationships to reel in clients.

Advisers should leverage these relationships to reel in clients.

There are private moments in any office — including personal conversations, gripes about bosses and political discourse — that simply do not need to be recorded.

The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.

How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

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.