Independent advisors have plenty of reasons to sell now.

'I’ve gone through several mergers in the financial services industry, and I want to be prepared for what the options could be,' said Sam Dedio, an RIA managing $7 million in client assets.

Six tips to keeping those New Year's resolutions on track.

Seven steps to help ease the transition.

Committing to executing one weekly social lunch with an affluent client requires a change in routine.

RIAs must start with integrable systems, then apply their own blood, sweat and tears to make them integrated.