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

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.

About InvestmentNews Research

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

Get Daily News & Intel

Breaking news and in-depth coverage of essential topics delivered straight to your inbox.