Advisers on the move

Spotlight on

    Financial planning founders started a movement and created a profession

    They developed the art and science of financial planning and set high standards for its practitioners.

    529 savings plans are not just for college anymore

    Thanks to changes in the tax law, 529 plans are being used as estate planning tools and to pay for more education-related expenses than ever before.

    Competition among TAMPs heats up

    Financial advisers' growing interest in outsourcing is luring new entrants to the turnkey asset management platform space.

    LPL follows the money

    As its fee-based advisory business continues to grow, the country's biggest IBD wants to keep more of its RIA assets at home. It won't be easy.

    Upcoming event

    Nov 20


    Future of Financial Advice

    An innovative conference dedicated to improving the client experience by enhancing digital technology, mainstreaming healthcare and optimizing wealth management strategies.The Future of Financial Advice will provide a forum for... Learn more

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    Michael Kitces: Efficiencies become crucial for advice firms when they grow

    Advisers should formulate a plan for firm growth or they could have lots of clients, and still be unhappy, said the co-founder of the XY Planning Network.


    Next generation clients want advisers to help them live better lives

    XY Planning Network CEO Alan Moore said younger clients actually are more willing to pay for advice than older people if they are shown the value of the services.

    Strengthening client-advisor bonds

    Sep 24

    4-5 PM ET

    Register Now

    It's no coincidence that the most successful financial advisors have deep and long-standing relationships with their clients. Clients who consider their advisor a trusted individual and not just someone they hired for financial guidance are most likely to not only continue to use that professional...

    Partner content

    Making a DC plan's nest egg last a lifetime

    Should RPAs add general wealth management?

    The chief ETF cost that advisors often overlook

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    Advisers on the Move

    Track the latest teams of advisers and brokers changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and IBDs.

    The Adviser Center

    Before you change firms, make a new hire or explore an acquisition, visit The Adviser Center.

    Featured Podcasts

    Hear ideas from experts, thought leaders and some of the most innovative minds in financial advice. Start listening now.

    Retirement Plan Adviser

    A quarterly report on the trends and ideas that advisers who serve retirement plan sponsors and participants care about.

    White Paper Library

    The latest and most targeted thought leadership for the financial industry - all free to download.

    B-D Data Center

    Find out which firms offer the highest payouts, have the most reps in the field and generate the most revenue - or create your own custom rankings.

    Retirement Plan Adviser

    Read the latest news and analysis about 401(k) and other employer-sponsored retirement plans.

    RIA Data Center

    Use this interactive rankings tool to find key information on over 1,400 fee-only registered investment advisory firms.


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