Making a deal isn't the most important thing—it's making one that's a right fit and can actually be implemented.

Five characteristics advisors should look for when thinking about succession.

The retainer-based fee movement is a growing alternative to the AUM-based model.

If you want results, you’ll need to guide the process.

Taking the time to be clear on your goals and fully understand your options will help eliminate the misperceptions and allow you to focus on the potential that lies ahead.

Envestnet President Bill Crager got a devastating phone call on Oct. 3 when he learned that Envestnet co-founder Jud Bergman had passed away. Here’s what happened next.

Is a COO right for your practice?

Independent advisors have plenty of reasons to sell now.