Learn how to buy the right financial advisory practice. Perform due diligence, ensure cultural fit, and develop a strong transition plan for lasting success.

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Whether you're a financial advisor or a tax professional, you have spent years guiding ...

Making a name for yourself in the financial advisor space can be a test of your entrepreneurial and creative skills. There's steady pressure to keep pace with trends and stay up to date on the latest ...

Are you an elite advisor? A new quiz helps you compare your practice to a standard in operational performance. The result? A better understanding of your areas of strength and opportunity in just a ...

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Chris Sonzogni is a professional writer and editor with 5+ years of experience working for leading financial brands. He is an expert on practice management, investing, news, and personal finance. He ...

The changing needs of investors—and how advisors c... The changing needs of investors—and how advisors can adapt Where do advisors add the most value for investors? How can advisors clear their ...

BOSTON--(BUSINESS WIRE)--Charles River Associates (NASDAQ: CRAI), a worldwide leader in providing economic, financial, and management consulting services, today announced that Professor Christopher J.

Books and articles on behavioral finance tend to discuss “the crazy things that clients sometimes do and not a lot about what we, as practitioners, are supposed to actually do about it,” said Kitces, ...

The firm said Smridhi Gulati will co-lead Cadwalader's European leveraged finance and private credit practice Cadwalader is at least the eighth global law firm to add partners to its finance team in ...

Bracewell posted record financials in 2024. Boosted by the energy, infrastructure and finances practices, revenue improved by 11% and profits per partner by 14%. The firm added an office in Paris in ...