Prospecting

Don't forget scissors. | ronstik/iStock/Thinkstock How much does it really cost to set up a registered investment advisory firm? In a recent blog post, RIA in a Box estimates a solo advisor with less than $20 million in assets would need $...

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

What would you do? | alexeys/iStock/Thinkstock The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to deal with a natural di...

Working with foreign nationals residing in the U.S. is a potentially lucrative market, but there's a steep learning curve

The top firms are creating capacity to better serve clients, widen service menus and generate new lines of business.

How do you shift from being a seller who chases prospects to being the buyer in full control of the decision-making process?

"Game of Thrones" may have dragons, but HBO's new show "Ballers" sells its own brand of fiction. (Warning, spoilers ahead.) ...