Practice management

'If the goal is to maximize value, selling to an external buyer is always better,' says Pershing's Mark Tibergien. 'If the goal is based on commitments to clients and associates, selling internally is better.'

A standalone application, Pocket Risk, helps advisors gauge clients’ risk aversion and anticipate behavior during downturns.

Financial despair is a major contributing cause of suicide among troops and veterans.

New software is helping wealth management firms like Morgan Stanley and Raymond James put the ''social" in their advisors' networking.

Every client-facing industry has embraced social media with both arms -- except wealth management. Advisors and firms need to catch up.

Ex-commanders take new jobs as load-pushing 'advisors.' No wonder service members get victimized.

Among many troops who take their own lives, financial stress is a major contributing factor.

Switzerland’s biggest bank hired Ros Stephenson from Barclays to be global chairman of corporate client solutions, reporting to Andrea Orcel, the investment bank's chief.

A former wirehouse advisor team with $350 million in assets has left Wells Fargo to join RBC Wealth Management-U.S.

'The single most important driver of value by far is growth,' says Dan Seivert, CEO of Echelon Partners.

The value of advisory firms is now being driven by growth, cash flow and risks, says investment banker and consultant David DeVoe.

A story on investing trends for wealthy families drew this Twitter comment from family office CEO Arthur Salzer.

SEC Chairman Mary Jo White also lamented the commission's inadequate oversight of the RIA sector amid limited resources and an understaffed team of examiners, telling lawmakers she hopes to expand the examination staff through a $1.7 billion appropriation.

The Cypress Group, a former Morgan Stanley team that managed about $740 million in assets, has left the wirehouse to join Integrated Wealth Management.

Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients.

Advisors often need help developing the skills required to build a growing firm.

Here are three steps you can take to leverage the power of LinkedIn to produce leads and grow your practice.

Hedge funds and private-equity firms have created bogus service providers to boost fees they charge to portfolio companies and investors, SEC Chair Mary Jo White will tell lawmakers in Washington today.

From gender inequality in the financial planning profession to the expansion of financial education and wellness programs, here are the most notable quotes from the past week's stories.

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.