Practice management

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.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

With nearly $400 million in assets, the trio will bring their new firm's assets to roughly $1.3 billion.

Prospects don't like the feeling of a sales approach -- you must be genuine and establish a level of trust to succeed.

Having more control over your business is key to improving both capacity and profitability for your firm. We examine several important habits and behaviors that set apart the advisors who felt in control from the rest of their peers.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Social media has made email marketing even more powerful. Here's how to integrate these two marketing strategies.

FINRA is moving to toughen reporting requirements for BrokerCheck, following revelations that hundreds of registered advisors have failed to publicly disclose personal bankruptcies, criminal charges and other potentially damaging information.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.