Matthew Westhoff and his two partners have a successful practice and want to expand it by letting other advisors plug into their operation. How can they structure a competitive contract and attract qualified candidates? Westhoff and his partne...

(The opinions expressed here are those of the author, a columnist for Reuters.) ...

It’s remarkable just how much technology is changing the way advisors do business. At its core, the advisory business is still a relationship business, and what distinguishes the best advisory firms is still their ability to connect with and...

You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...

Have a complicated wealth transfer question? Now top advisors across all of RCS Capital broker/dealers will have access to a help desk-like service staffed with experts on legal, taxation, accounting and insurance matters to help with complex...

Firms are telling advisors to limit in-person meetings and prepare to work remotely.