Practice management

Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

HNW investors and their planners shun the tax-advantaged savings accounts, according to a study.

It's tough starting a relationship with so much at stake. Here's how.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

Over 50 advisers have now joined the independent firm, which is affiliated with Raymond James.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

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Market forces have wrought changes that can't be repealed, according to champions of the rule.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