The way that a firm pays its owner can affect the firm's valuation
Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive
What investors need – and what many firms are building to serve them
In this white-hot M&A market, price is no longer the stand-alone consideration
As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?
The importance of inter-generational partnerships in wealth management
The tax treatment of financial services and reducing burdens on advisers' business entities are among the items FSI will be focusing on this year
Why many women aren't seeking advice
This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B
The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules
The fact that salespeople barred by one regulator can continue to get a green light from another is confounding
Why should advisers remind clients that they can't only focus on U.S. investing?
What to do when best practices for running your business don’t align with your personal values
The acquisition will double Franklin's assets, which hadn't grown in the last 18 months
Now that I'm part of a larger organization, 95% of my workweek is spent doing what I’m best at: growing the firm
The quality of your employees determines the strength of your business, so here are some tips for identifying the best hires
National standards would be preferable to a patchwork of state-by-state rules when it comes to dealing with rapidly evolving cyberthreats
The proposed regulation that aims to protect investors would end up increasing pressure on the state's working families
Financial wellness is coming of age — and we’re all on the journey together
Your clients have hired you because they want a personal relationship
