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.


Practice Management Picks

Succession planning, retirement, intergenerational transfer of wealth

One adviser's takeaway on the importance of planning

July 27, 2014

Lessons learned at his father's side in the practice

continuity, succession

Nine steps for putting together a continuity plan

July 27, 2014

One key is to have people in place to make key decisions.

What would it mean to you if time ran out?

July 27, 2014

Because unexpected crises strike all the time and their targets are often unpredictable, and because clients rely on their adviser to be there for them, it is an adviser's duty to be prepared.

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