Practice management

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Market forces have wrought changes that can't be repealed, according to champions of the rule.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

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.