Editor's Pick

What makes top firms tick?

Benchmark your business against the industry's best and brightest practices with the 2014 InvestmentNews Financial Performance Study of Advisory Firms. Order your copy today.


Practice Management Picks

Get clients on board with a merger or acquisition

April 1, 2015

Rebranding to accentuate the benefits of the new firm can allay client fears.

How to become a more referable adviser

March 30, 2015

Financial advisers need to make sure their clients comprehend what they do, why they do it and how they are different from other wealth managers.

Advisory fees rise above 1% after bottoming in 2013

March 30, 2015

Fee-based pricing on the upswing after falling for several years, making rising asset levels even more profitable.

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InvestmentNews Research provides financial advisers with the industry's most informative practice management studies and benchmarking reports.