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

Mediating disputes between spouses part of advisers' job

September 21, 2014

Advisers often find themselves playing domestic diplomat in an effort to keep financial plans on course.

Financial planning group plans more military outreach

September 20, 2014

Foundation for Financial Planning in talks that could significantly expand the group's efforts to provide volunteer financial planning services to military professionals.

Merrill asks $2.5 billion team to leave

September 19, 2014

The advisers allegedly violated Finra rules and firm policy by encouraging some of their larger clients to invest directly in hedge funds.

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