Practice management

Separate from any transactions involved with succession, financial advisors who want to retire face challenges that make exiting the business difficult.

Retirement savers say they want investment choice, but confidence in navigating those decisions remains low, according to new T. Rowe Price research.

CEO Mark Mirsberger said turnover is practically nonexistent at his firm, which goes to great lengths to accommodate its employees and hires people who value teamwork.

Our latest ranking of money managers' workplaces in conjunction with Best Companies Group produces a return champion and some new additions.

Discipline, esprit de corps and a detailed playbook for advisors provided the growth engine for the enterprise.

When a client's insurance needs change, the opportunity to sell their life policies to outside buyers should not be overlooked.

When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk. That is, unless financial advisors make it a priority to address this topic sooner rather than later.

Year-end client meetings, Dec. 31 deadlines, oh my. It can be a lot, but it doesn't have to be overwhelming.

Preparation is everything: If clients are aware of the transition well in advance, experts say the risk is pretty low they'll leave the firm.

Artificial intelligence isn't an algorithmic takeover but an essential wealth management tool.

UBS chief data and analytics officer Joe Cordeira says AI won't replace advisors. But it can help them by providing little nudges to do everything from rebalancing a portfolio to wishing a client happy birthday.

One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and how they plan to continue growing in 2026.

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.

With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

Mindy Neira found that embracing her passions helped build a niche that fulfills her.

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and spark action.

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.