Brent Brodeski, CEO of Savant Capital Management, shares the insights he gained regarding RIA capital sources when he was seeking to recapitalize the company a few years ago. Read more... ...

Bob Veres examines how the large vs. small firm debate has played out since it was first introduced. Many analysts have predicted massive consolidation in our industry, resulting in a landscape where ...

As more firms contemplate flat or retainer fees- how do you set these up in a way that sustains their practice in alignment with the value they provide, yet charges the client fairly? Read more... ...

Michael Kitces interviews Ric Edelman to learn more about how he scaled his business over time.  He also discusses how he would build his marketing different today if he were starting fresh today. Re ...

Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave their firms for reasons ranging from underperformance to poor relationships or disastrous mist ...

As the authors point out...What would happen if you sat down and really thought through the most critical processes in your business? Do you think these processes would improve? We do. What if the ans ...