Updated Thursday, September 3, 2015 as of 6:57 AM ET

Do Your Homework Before Joining a Small B-D

Mark Elzweig
August 10, 2015

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

Fighting Off Barbarians at the Wealth Management Gates

Leni Selvaggio and Steven Ridder
August 6, 2015

Commentary: Firms can more effectively compete with digital upstarts and grow AUM by adopting new strategies that scale the business at a much lower cost.

Lessons From a Planner Coping With a Personal Crisis

Carolyn McClanahan
August 5, 2015

After termites gorged on her home, advisor Carolyn McClanahan found that the challenge of rebuilding taxed her practice and her finances.

5 Tips for Millennial Advisors

Jon Lagerstedt
July 27, 2015

How should young advisors attract clients and build their business? Here are some tips from advisors of all ages.

Keep Up With Technology -- Without Going Bust

Rich Ellinger
July 21, 2015

New software aimed at helping advisors is coming into the market. But businesses of all sizes have budgets. Here are some tips for effectively implementing tech in your practice.

3 Secrets to Landing Great Talent

Matthew Cooper
July 16, 2015

The most important investment a wealth management firm can make is in its people. To thrive over the long term, firms must be able to attract and land great talent.

Better Ways to Use Client Data You Already Have

Michael Wilson
June 23, 2015

Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.

5 Measures of Client Loyalty

Wayne Badorf
June 22, 2015

Grading clients on actions they have taken over the years can be valuable in helping advisors know where to expend their energy.

RIAs: How to Fix Your Pay Structure

Matt Matrisian
June 15, 2015

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

Biggest Risks to Your Lifestyle Practice

Chris Kirby
June 9, 2015

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

RIAs: Stop Discounting Your Fees

Yvonne Kanner
June 8, 2015

Some RIAs cut fees in their efforts to turn prospects into clients. But doing this can be a trap that negatively affects the perceived -- and real -- value of a business.

Teaming Up Pays Off -- But Choose Wisely

Bill Williams
April 30, 2015

Teams can be more productive, acquire more clients and tend to have better long-term growth, but joining or building a group that will thrive is no small task.

Your Clients Deserve a Second Opinion

Melissa Joy
April 29, 2015

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Not Quite Ready to Sell Your Firm? Here's How to Get There.

Jason Card
April 27, 2015

Even if you think you're ready to find a successor, make sure you've taken these three steps to pull back and prepare for a sale.

Pro Tips: 5 Action Items From Star Advisory Execs

Steve Sanduski
April 7, 2015

Conversations with several star execs from the financial advisory sphere reveal insights and action steps that could help other advisors.


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