Think about your small market as an opportunity, rather than a hindrance. Your goal should be to dominate the local competition.

Mutual advantages accrue when advisors enter into fee relationships with other advisors.   

Don't forget scissors. | ronstik/iStock/Thinkstock How much does it really cost to set up a registered investment advisory firm? In a recent blog post, RIA in a Box estimates a solo advisor with less than $20 million in assets would need $8,00...

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

What would you do? | alexeys/iStock/Thinkstock The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to deal with a natural disast...

Working with foreign nationals residing in the U.S. is a potentially lucrative market, but there's a steep learning curve

The top firms are creating capacity to better serve clients, widen service menus and generate new lines of business.