Charles Paikert

A high valuation is a mixed blessing, industry analysts say.

2017 set high benchmarks, but RIAs must prioritize strategic goals to maintain growth, a TD Ameritrade study says.

The IPO price was lowered, but long-term performance is considered key.

The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.

Money pouring into the advisory business is making one prominent banker nervous.

The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.

Lessons learned in a combat zone are passed on to clients.