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Finding a young adviser for your team
Recruiting the next generation requires deliberate effort, and often outside help, but it helps firms stay ahead of the curve. Also: Our full Next Generation of Advisers special report
Bruton makes first acquisition as CEO of Lucia Capital Group
Derek Bruton didn't waste any time putting his imprint on Lucia Capital Group, striking a deal for the managed equity and fixed-income accounts of West Coast Asset Management, a registered investment advisory firm with $170 million in assets.
Bridging the adviser generation gap to make succession planning work
Five ways to ensure successful business transitions between advisers old and young
Putting an end to elder financial abuse
As a first step, communication and coordination between advisers, regulators needs to be improved.
4 ways to impact students — and the financial industry — through mentoring
You and your organization can have a lifetime of impact with just a fraction of your day.
3 major changes taking place in wealth management technology
A three-part transition from technology providers to integrated platform providers is occurring.
Revenue deflated in recent years, FPA says it's now on a growth trajectory
Association is promoting more stringent standards for brokers, promises to do more with less.
Goodbye Cleavers, hello modern family
New family structures mean new opportunities for advisers to serve client needs.
Mediating disputes between spouses part of advisers' job
Advisers increasingly find themselves playing domestic diplomat in an effort to keep financial plans on course.
Financial planning group plans more military outreach
Foundation for Financial Planning in talks that could significantly expand the group's efforts to provide volunteer financial planning services to military professionals.
Merrill asks $2.5 billion team to leave
The advisers allegedly violated Finra rules and firm policy by encouraging some of their larger clients to invest directly in hedge funds.
Philanthropic advisers recognized for service
Five advisers win Community Leadership Awards at eighth annual industry gathering Thursday night.
Technology's role in deepening adviser-client relationships
Advisers face complex challenges as they seek to build relationships with clients who increasingly rely on web-based technology in many areas of their lives. Although long-lasting relationships always depend on providing clients with effective investment services, this goal can be facilitated, or