Wealth Think

Following these steps will help advisers prepare their firms for the future without them.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Focusing solely on finances isn't a good prescription for a happy retirement.

Focusing solely on finances isn't a good prescription for a happy retirement.

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

Here is how advisory firms should position themselves for acquisition.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.