Practice management

The advisory group decided that operating as an RIA was a better option.

John Stump, once seen as the All-American Main Street banker, is now battling to restore the bank's reputation.

The planner, who oversaw $132 million in client assets while at the wirehouse, is starting out on his own with help from Raymond James, the firm said.

Planners can build a long-term relationship, but only if they know what to focus on.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

Positive psychology might be the key to determining just what a client needs.

These policies protect against allegations of misconduct dating before the formation of a firm.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Should advisers opt for better platform options or losing back-office and administrative tasks?

How a close relationship with his planners has made Edward Sudzina one of the industry's top leaders.

How specialty areas are helping this elite group of 20 advisers boost business.

A split after working together is traumatic. Here are ways to make it less disruptive and stressful.

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

Make sure to devise a clear, easy-to-understand plan that correctly values the practice.

Make sure to devise a clear, easy-to-understand plan that correctly values the business.

Use this rubric to avoid mistakes and ensure success.

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.