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

Exclusive: TD offers refunds to managed-accounts customers with losses

August 21, 2014

The firm's retail advisory service is offering full refunds of fees to new managed-account customers whose investment portfolios decline in value.

It’s just a name change, how hard could it be?

August 20, 2014

You might have checked off legal and client communication requirements when changing your firm’s name, but don’t forget new e-mail addresses, signs, websites, social media accounts, logos and more

practice management, fear, sanduski

Is fear stunting your growth?

August 20, 2014

The key is to embrace “good” fear and eliminate “bad” fear.

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