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

crm, adviser, lockshin, kitces

CRM startup Wealthbox earns financial backing from serial entrepreneur Steve Lockshin

September 30, 2014

Convergent Wealth Advisors chief also deploying the software for his new advisory firm.

registered investment advisers, mergers & acquisitions, fsi

RIA M&A deals picking up steam

September 29, 2014

Lot of discussions going on but commercial banks, insurance companies and international investors still on the sidelines.

An 'adviser' in name only

September 28, 2014

Calling a broker an adviser is dangerous, and it's time to embrace the black-and-white distinction.

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