In a recent study published by FUSE Research Network, over 90% of advisors said that they consider practice management programs to be important*. To meet this demand, AB developed a practice ...

WealthSource, a $1.5 billion AUM RIA in San Luis Obispo, Calif., said it will acquire SurePath, an Austin, Texas–based registered investment advisor co-founded by brothers Patrick and Jeff Brewer, ...

SANTA MONICA, Calif.--(BUSINESS WIRE)-- National Planning Corporation, Inc. (NPC ®) today announced the addition of several enhancements to the suite of practice management programs offered by the ...

TD Ameritrade's (AMTD) Institutional division last week launched a new version of its practice-management program for registered investment advisers. The custody provider's Maximize My Business is ...

Merrill Lynch wants to rev up its growth engine with a new practice management program for its more than 14,000 advisors. Processing Content The program, Elite Growth Practice, has been more than two ...

ING U.S., through its broker-dealer, ING Financial Partners, has developed a new practice management program that can help financial advisors address important lifetime income planning needs with ...

AMP Horizons is branching out from financial planner recruitment with the launch of a new program for experienced planners looking to start up their own practice. The financial planning training ...

CPA firm Mize, Houser & Co. has teamed up with software developer Star Americas Software Solutions to offer a practice management program aimed at midsized to large accounting firms. Processing ...

Managing a medical spa is difficult and stressful without powerful software. The wellness industry is awash with practice management software (PMS), but a few stand out as worthwhile solutions that ...