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.

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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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