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.

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Practice Management Picks

Don't let beneficiary designations come back to haunt divorcing clients

January 27, 2015

Some states will bar the payment of life insurance proceeds when a couple is splitting.

Wealthfront, Edelman clash on robo-advisers

January 27, 2015

The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

Create a marketing calendar to keep your prospect pipeline full

January 27, 2015

Planning a year in advance for communications, events, etc. helps advisers stay on track toward goals.

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