Tag: Practice management

Josh Itzoe says the idea for his new venture—a networking and hiring platform focused on firm culture and professional preferences—came from conversations he has had since selling his...

Register now for the October edition of the 2021 Practice Progress webinar series, where we will be looking back over 15 years of adviser industry research, asking how...

Echelon’s latest merger and acquisition research finds U.S. private equity firms and strategic acquirers are pivoting their attention overseas as...

The deadline to apply for a 2021 scholarship award is October 10, 2021, though plans for multiple years of scholarships sponsored by Ballentine Partners and Aspiriant are already...

The COVID-19 pandemic has presented an opportunity for firms to reconsider their physical footprint and relocate their headquarters to new areas that better suit their needs.

The new solution puts instant text-based communications at an adviser’s fingertips through a desktop application.

New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth...

LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.

The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.

Rebecca Hourihan, founder of 401(k) Marketing, offers suggestions to help advisory industry professionals feel more confident in their personal brand.