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

fpa, financial planning association

Revenue deflated in recent years, FPA says it's now on a growth trajectory

September 22, 2014

Association is promoting more stringent standards for brokers, promises to do more with less.

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...

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