Practice management

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.

Once the workload has become too much, be careful and deliberate about teaming up.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

Set the firm’s tone through these imperatives and give a copy to employees in the final interview.

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Here are three important factors to take into consideration when breaking away.

By all means put a plan in place, but flexibility is key in case circumstances change.

By all means put a plan in place, but flexibility is key in case circumstances change.

Here are three important factors to take into consideration when breaking away.

Advisers share how they dealt with various aspects of transitioning.

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.