PALM BEACH GARDENS, Fla.--(BUSINESS WIRE)--Viper Partners and Alpha Practice Sales today announced their strategic partnership, creating one of the nation’s most comprehensive advisory and transaction ...

In Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention. Andrea Lochhead, a 43-year-old investment advisor with Granite Financial ...

Attracting the next generation of clients is no longer as simple as setting up a young adult’s first tax-free savings account. That’s been the foot-in-the-door for advisors serving ...

As a former claims handler and fraud investigator, Jason Metz has worked on a multitude of complex and multifaceted claims. The insurance industry can be seemingly opaque, and Jason enjoys breaking ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Located in the heart of Canada, the ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

The best men's jewelry brands prove there’s never been so many options for fellas looking to flex some gems. As someone who’s started to consistently rock a bracelet and hoop earring myself for the ...

Fact checked by Vikki VelasquezKey TakeawaysStrong client retention rates in financial advisory firms are driven by systematized onboarding, communication, and transparency.Regular, proactive ...

An RIA managing around $500 million in AUM with a small advisory team should not spend hours each week on manual rebala ...

The WSJ/College Pulse 2025 Best Colleges in the U.S. ranking rates the top 500 universities in the country. The ranking was developed and executed in collaboration with our research partners College ...