Charles Paikert

The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.

For many, walking away from their firm is ‘like selling their baby.’

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

Class-action lawsuits inspired by the DoL regulation “may go away,” says a prominent ERISA attorney.

The nation's biggest IBD believes macro trends are ideal to boost recruiting, says LPL managing director Bill Morrissey.

The firm is trying to show advisors how they can use LPL’s resources to “get more at-bats” with prospective clients, an executive said.

"Make the process as collaborative as possible," one expert says.

Michael LaMena's exit continues the management shake-up at the Chicago-based RIA.

"It’s never been a better time to be a seller," says investment banker Liz Nesvold.

Critical criteria that can raise the market price of an advisers' book.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

The RIA's 7th deal in 16 months is for a $160M adviser.

Nearly $500 billion of funds held by millennials is up for grabs.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

The wirehouse files for a restraining order in wake of move to Dynasty.

Custodied assets from advisers are shifting in unexpected ways, as Financial Planning’s exclusive research shows.

Advances in technology and better informed clients are forcing firms to adapt their strategies to a changed business environment.