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.

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Practice Management Picks

FIduciary duty's impact on succession planning

August 31, 2014

Does succession planning impose fiduciary obligations for investment advisers? This recently has become a hot topic of conversation, due in large part to the high volume of mergers and acquisitions in the adviser space. A good example of commentary on the subject appeared in Financial Planning ...

RIA alliances help independent advisers prosper

August 31, 2014

Independent adviser alliances have grown up along with the industry, allowing members to share knowledge and feel connected.

How advisers can get the most out of video

August 29, 2014

In the past few years, online video has become an entrenched part of the marketing landscape. In January, 85% of U.S. Internet users watched online video, according to ComScore, and companies large and small are intent on capturing the attention of those viewers. But in an environment dominated by...

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