Partnerships

How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.

Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.

The right strategy can minimize distraction, maintain productivity, and keep clients calm during the often sensitive 'divorce' process, says Robert Goff.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

The new rules impose tax liability on the partnership rather than the partners, which is a major departure from treating a firm as a pass-through entity.

“Q3 2016 is the eighth successive quarter of 30 or more transactions,” says David DeVoe, managing partner at DeVoe & Co.

Beacon Pointe’s latest deal puts the wealth manager over the $2B AUM milestone, and it’s eyeing new markets.