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What makes top firms tick?

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Practice Management Picks

Goodbye Cleavers, hello modern family

September 22, 2014

New family structures mean new opportunities for advisers to serve client needs.

Adviser M&A activity suggests sellers firmly at the helm

September 21, 2014

Practice values continue to increase for advisers, but that doesn't mean the market for advisory firms has peaked, said Brad Bueermann, chief executive of FP Transitions, at the Financial Planning Association annual conference in Seattle on Sunday. "Don't listen to the noise that now is the time...

Mediating disputes between spouses part of advisers' job

September 21, 2014

Advisers often find themselves playing domestic diplomat in an effort to keep financial plans on course.

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