When advisor participants in the Pursuing Practice Excellence study were asked to provide a two- to three-sentence description of what practice management means to them, these are the words most often used:
When advisor participants in the "Pursuing Practice Excellence" study were asked to provide a two- to three-sentence description of what practice management means to them, these are the words most often used:
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May 05, 2026
Merchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 05, 2026
Jeffrey Levine and others at the Horizons 2026 retirement planning conference say this gap represents a major opportunity.
May 05, 2026
If ultimately adopted, the plan "would provide companies with increased regulatory flexibility," said SEC Chair Paul Atkins.
