Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening
In an industry where widespread change is already underway, there’s a wave of evolution ahead —much of it for the better
Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have
It’s a broad topic to tackle, and firms may find the challenge lies in knowing where to start
When a partner in an advisory firm dies without a plan, it can wreak havoc on the business for years to come
Despite fee-disclosure requirements passed a decade ago, it's not easy for participants to figure out how much they're being charged
In a crisis, when you cannot possibly know all of the facts, input from those you lead is even more important
A look at how other recent downturns played out suggests the fears about dividends are overdone
Having a strong grasp of macroeconomic policies, and their implications for the health of the economy, will better prepare advisers for the current crisis and those going forward
The safest way to sustain your business in volatile times is aggressive promotion of the services your clients value most
Although the pandemic's human toll and its toll on the markets are not yet clear, advisers must be prepared to address their clients’ concerns
The efforts to limit personal interactions in response to the virus may exacerbate another scourge: Elder fraud
Markets and the economy seem to be conspiring to shrink nest eggs
Major market downturns give financial advisers an opportunity to show their clients the value of their expertise and advice
While the factors driving deals remain the same, the uncertainty could affect the number of deals near-term, and there's been a shift in the balance of negotiating power
Large RIAs will have a much easier time navigating the crisis caused by the coronavirus, providing another impetus for M&A
Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate
The many Americans who lack enough savings for retirement or are burdened with debt create a significant opportunity to attract clients
Conflicts of interest are a threat, but some regulators don't seem to see the need to restrain them
