Practice Management

Business Planning

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What are the levers for an effective business plan in Wealth Management? We review the goals and methods for helping RIAs and Wealth Professionals.

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Nine Must Reads for the CRE Industry Today (Oct. 28, 2021)

Oct 27, 2021

Schwab Retools iRebal

Oct 27, 2021

Advisor Innovations: Brian Hamburger on The Advisor Transition Game

Oct 27, 2021

How a Small Change to FIRPTA Can Help House America’s Workforce

Oct 27, 2021

Featured

The 10 Best and 10 Worst States in Which to Retire in 2021

Jul 15, 2021

Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

25 U.S. Markets Adding the Most Multifamily Units This Year

Feb 03, 2021

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

Highlights

Advisor Innovations: Brian Hamburger on The Advisor Transition Game

Oct 27, 2021

Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have...

The Independence to Choose Your Path and Partner

Oct 27, 2021

Leave the attempts at one-upmanship to the wirehouses.

RIA Edge: Strategic RIA Growth With Stan Gregor

Oct 27, 2021

Summit Financial's Stan Gregor offers advice on how other firms can create scalable, repeatable growth...

2021 Industry Awards Winners Announced

Winners of the 2021 Industry Awards have been announced. Big thanks to all our supporters, attendees, and congratulations to this year's winners. Check them out now.

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Wealthies Circle Podcast: Lon Dolber on Staying Independent as an Independent Broker/Dealer

Oct 26, 2021

American Portfolios' Lon Dolber talks about the firm's laser focus on service for his affiliated advisors, a shared ownership model and a reluctance to pursue outside investors or growth through acquiring or being acquired.

You Get What You Give: Why Advisors Are Losing the Race for Talent

Oct 22, 2021

As the war for talent rages on across the country, how companies treat their employees will determine the winners.

How Goals Impact Our Attitude

Oct 21, 2021

Setting realistic, challenging goals motivates us more than ones that are either too easy, too hard or too murky to complete.

Michael Kitces' #FASuccess Podcast: Jessica Hovis Smith on Creating Buy-In at an Employee-Owned Advisory Firm

Oct 21, 2021

Longview Financial Advisors President Jessica Hovis Smith details the succession plan she oversaw to transition ownership of two merged lifestyle practices into a single employee-owned, multigenerational firm.

Mindy Diamond on Independence: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial

Oct 21, 2021

Monish Verma, Managing Partner, Vardhan Wealth Management, explains why he was attracted to the supported independence option...

Eight Reasons Advisors Leave their Broker-Dealers to Start Their Own RIAs

Oct 20, 2021

It is common to find oneself at a crossroads when considering proposing marriage, having a baby or buying a home. The decision...

Estate Attorney's Financial Management Company Deemed Conflict of Interest

Oct 19, 2021

A recent ethics opinion determines that it does not matter whether legal services and nonlegal services were distinct.

Grab Good Digs While You Can

Oct 15, 2021

Advisors are making the most of the pandemic commercial real estate environment

Mindy Diamond on Independence: Why a Former Leader Left the Herd for Independence

Oct 14, 2021

Greg Franks shares the story of his own leap to independence in 2011 from a ranking position at Merrill to the role of managing partner, president and COO of Snowden Lane Partners.

The WealthStack Podcast: Joe Duran on the Accelerating Pace of Change in Wealth Management

Oct 14, 2021

In this inaugural episode of the WealthStack podcast, Mark Bruno and Joe Duran discuss how modern technology and current worldwide events have changed the way that advisors work.

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