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. Pre-order your advance copy today.

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Practice Management Picks

10 social media do's and don'ts for advisers

September 2, 2014

1. Do: Invest in Social Media Existing on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone my life savings before I type their name...

How technology can transform an RIA

September 2, 2014

The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services and the tools necessary for firms to conduct and grow...

hightower, merrill lynch, advisers on the move

HighTower adds $440M team from Merrill

September 2, 2014

The hybrid firm has brought on over $1 billion in assets from the wirehouse in the past month.

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