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.

Read more ››

Practice Management Picks

Succession planning, retirement, intergenerational transfer of wealth

One adviser's takeaway on the importance of planning

July 27, 2014

Lessons learned at his father's side in the practice

continuity, succession

Nine steps for putting together a continuity plan

July 27, 2014

One key is to have people in place to make key decisions.

What would it mean to you if time ran out?

July 27, 2014

Because unexpected crises strike all the time and their targets are often unpredictable, and because clients rely on their adviser to be there for them, it is an adviser's duty to be prepared.

About InvestmentNews Research

InvestmentNews Research provides financial advisers with the industry's most informative practice management studies and benchmarking reports.

Pay Pal

Get quick and updated data points on compensation levels for 24 positions across the advisory industry.

Get Daily News & Intel

Breaking news and in-depth coverage of essential topics delivered straight to your inbox.