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. Order your copy today.


Practice Management Picks

RIAs to control 28% of assets by 2018: Cerulli

December 15, 2014

Dual registrants are a key driver of growth for the segment, which holds 20% of assets today, the research firm said.

United Capital acquires $500M firm

December 15, 2014

Texas-based Ellis & Ellis formerly was affiliated with Ameriprise Financial.

Most advisory firms don't have a strategy for landing client referrals

December 15, 2014

Only one out of every three firms have a formal referral process, despite referrals accounting for the lion's share of new business.

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