Six in 10 advisors maintain their back office in-house, according to a new survey by FTJ FundChoice.

Tracking activity leads to tracking results, tracking results leads to financial advisors achieving their annual goals.

In this environment, advisors should expect superior technology, a nimble approach to portfolio construction support and personalized service from broker-dealers.

The lines between stockbrokers and RIAs are beginning to blur.

While increasing efficiency through outsourcing helps a financial advisor's bottom line, it does not make them feel any less stressed, according to findings from two studies.

There are four steps that every advisor should follow, no matter what side of the transaction you are on.

Internal deals typically involve a higher level of knowledge and awareness of how the practice is structured and operates among both transaction parties.

Not all businesses are created equal, and how you run your business and how you got to where you are today are just as important.