Charles Paikert

"We anticipate rapid growth within the Texas market,” says Jeff Dekko, CEO of Wealth Enhancement Group.

Telling good stories and providing clear graphics can help advisers manage emotions as well as assets.

Advisors are now helping clients think about living to 100 and beyond.

Despite a challenging operating environment, the broker-dealer’s earnings soar from the previous quarter.

“Racial bias does exist. Anybody who says it doesn’t is kidding themselves,” says Tony Barrett, a complex manager for Raymond James.

“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.

"Direct-to-consumer is not our model," says Scott Curtis, president, Raymond James Financial Services.

Demand for advisory firms is growing, investment bankers say.

The rule could "very much professionalize an industry that very much needs it," says Robert Johnson, president of the planning school.

Parthemer worked with pro athletes and frequented South Beach clubs with rap stars.

Industry groups takes side on the newly issued fiduciary rule.

A Fidelity survey reveals who made what in one of the industry's most opaque segments.

Private equity is voting for the independent model with its checkbook, and the appetite shows no sign of abating.

When a son or daughter joins a parent’s advisory practice, the transition can be tough, but it doesn’t have to be.

"We decided we wanted to take part in the consolidation of the industry," says Mercer CEO David Barton.

“We expect this momentum to continue and potentially accelerate over the next five to seven years,” says investment banker David DeVoe.

“We expect this momentum to continue and potentially accelerate over the next five to seven years,” says investment banker David DeVoe.

"The number of quality buyers has grown significantly," Jon Beatty, SVP, sales and relationship management for Charles Schwab Advisor Services.

Alliance of Comprehensive Planners hopes to boost name recognition and increase membership by rebranding itself for the second time in two years.

The new retirement platform will support advisors who are transitioning to the fiduciary model.