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

Succession planning doesn't mean selling

July 30, 2014

Aging advisers need to ask themselves if selling their practice can fund their own retirements.

CFP Board holds fire on apparent fee-only violation

July 29, 2014

In another high-profile case, board tells adviser Rick Kahler he must drop fee-only label but he disagrees.

Helping advisers help themselves in succession planning

July 29, 2014

At September gathering, FSI plans focus on M&A, practice valuation, contracts, deal structures and best practices for implementing a succession plan.

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