Charles Paikert

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.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Independent advisers are poised to benefit from implementation of the DoL ruling.

A retired Air Force pilot turned CFP says advisers should take a closer look at armed services personnel, and be aware of their unique needs.

Opponents of the regulation don’t have “new evidence” to beat back a final legal challenge, says the former assistant secretary of the Department of Labor.

The firm’s newest team left Wells Fargo’s independent channel.