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

Tech employed as client service

September 14, 2014

Technology innovation often is driven by efficiency goals, but Financial Plan Inc.'s focus on improving its tech has always been about client service. When the Bellingham, Wash.-based registered investment adviser left LPL in March 2012, its leaders decided to pull together the best...

Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets

September 14, 2014

Preventing cyberattacks is a front and center concern for independent broker-dealers heading into next year, and it shows in their planned spending.

independent adviser, wirehouse, custodian, RIA, broker

The big squeeze: End of the golden era

September 12, 2014

Four formidable forces are developing to take assets from the standalone local advisory firm and they are quietly building momentum.

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