New Tax Law Means More Money, More Problems for T&E Lawyers

May 10, 2018

Trusts and estate lawyers are facing high-class problems, EP Wealth Advisors names a new CEO and 280 CapMarkets launches 280 BestX document support.

More Advisors Experiment with Alternative Pricing Models

May 09, 2018

Advisors looking to bring in Generation X and millennial clients are finding different pricing structures—not the traditional AUM model—that resonates with prospects, according to a new TD Ameritrade Institutional survey.

The Driving Forces Behind Growth, Movement and Disruption

May 04, 2018

Control is driving the virtual tug of war between advisors.

Personal Capital’s Harris: Bitcoin a “Colossal Pump-and-Dump Scheme”

Apr 26, 2018

Bill Harris advocates for bitcoin regulation, three-fourths of advisors lack a succession plan and Laserfiche is hiring an artist for its corporate headquarters.

Referrals and Recruitment Are Key to Advisory Firm Growth

Apr 19, 2018

Strategies to win new clients in the face of market volatility.

Fix My Business: Good Help Is Hard to Find

Apr 19, 2018

The right administrative staff can make all the difference.

Michael Kitces’ #FASuccess Podcast: Talking Niches with Signature FD’s Heather Fortner

Apr 17, 2018

Signature FD Chief Operating Officer Heather Fortner details the firm’s “financial design” process and communities structure.

A Multi-Generational Indy Breakaway Story

Apr 16, 2018

At a time when many advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better serve their clients and business.

Seven Must-Have SOPs

Apr 12, 2018

Elite teams are distinguished by their constant state of self-improvement.

Jon Acuff on How to Finish What You Start (Including That Book You Want to Write)

Apr 11, 2018

Brad Johnson talks to bestselling author Jon Acuff about his new book, “Finish: Give Yourself the Gift of Done” in the Elite Advisor Podcast.