Practice

A review of broker pay data reveals surprising trends in how top firms reward their brokers.

Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.

Jim Cracchiolo told analysts that the firm's retention "is quite good," even though his company, like many of its rivals, stopped providing statistics to verify such claims.

CEO Paul Shoukry also told analysts that the merger and acquisition deals coursing through the industry could open doors for firms eager to bring in advisors and net new assets.

Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.

In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

Record revenue wasn't enough to offset costly legal charges that the firm racked up in the first quarter.

See which firms are paying advisors with $1 million in annual revenue the most.

RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.