Practice structure

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

What can advisors do to fuel practice growth in 2019? For many, the answer is build an annual business plan. See what a proven process should involve.

A seller’s market means firms will need to adjust pay-raise budgets for 2019. They may also need to increase salary offers to attract the best workers.

Exiting larger firms can result in unique issues that need to be carefully considered.

From public service to operating a craft brewery, planners are keeping busy outside the office.

The decision by Carson Group’s CEO came after a two-year examination of the business revealed some changes that needed to be made.

When faced with a regulatory challenge, advisors can’t be afraid to question authorities.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

The banker involved in a case going before the justices is accused of misrepresenting the financial condition of a client.

The industry risks becoming more of a boy’s club, rather than less of one.