Practice structure

Margins are down and expenses are up, Fidelity's new benchmarking study finds. Pricing models need to be re-visited.

Three experts break down how to incentivize employees.

How firms are determining and distributing cash, equity and benefits.

An astute arrangement can protect advisers, their loved ones, clients and employees.

Clients appreciate the depth of expertise that a practice can provide.

This may be the largest financial transaction an adviser will handle.

Key steps that can help prevent family conflicts from getting out of hand.

The fiduciary rule is causing many financial advisers to reconsider their fee models.

News that LPL may be looking for suitors comes at a time of financial pressure for the country's largest independent broker-dealer.

Pershing Advisor Solutions CEO Mark Tibergien says a renewed look at both internship and adviser mentoring programs is vital.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

What do historically low interest rates mean for clients’ retirement savings — and their advisers?

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

What it really takes to transition your practice.

Sure — if you can identify duties that hit these four categories.

Independent advisers need to redefine their service to factor in the intrinsic values they bring to clients, says TD Ameritrade Institutional President Tom Nally.

Good work never gets old: How to make the most of younger workers’ unique traits.

A former Morgan Stanley adviser and medalist in swimming offers tips for keeping long-term objectives on course.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

Planners born since the 1980's are looking for tech advancement, structure and other key characteristics at their workplaces.