Practice management

Focus Financial facilitates a three-way marriage of family office veterans who plan a bicoastal growth strategy.

Use laser precision in your specialties, and network more than ever to crack into a tight-knit community.

The heart of the initiative is helping the apprentices build up their own books of business by emphasizing prospecting skills – including cold calling.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.

From managing the staff to prospecting for next gen clients, leading experts share their best advice on growing a business.

Viewership and engagement is not evenly distributed. Being online doesn't mean clients will see the content.

Market volatility is a special challenge for all fintech companies that connect consumers with digital products: how to handle a highly emotional event with a product that doesn't specialize in human interaction.

“Why should a really good smaller firm that’s growing have a lower multiple than a big firm that’s crappy?” asks Peter Raimondi, president of Boston Private Wealth.

This MD-turned-CFP relies on the “BATHE” psychiatric tool to help discern what’s really going on with clients.

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

Proponents of advisory firms going public cited “powerful” advantages while detractors point to “hollow” promises.

The primary buyers of advisory firms are RIAs, banks and roll-up companies.

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

Why advisor Kimberly Foss hopes the Fed does raise interest rates.

Advisors should urge clients to think long term before and after the Fed announcement on rates, says Allan Roth.

Less than 4% of planners are younger than 30. Here’s how newbies to the business can thrive.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

How to develop good interviewing skills at the onset of a client-advisor relationship.