Charles Paikert

In seven years, Focus Financial has grown to $65 billion in AUM from $3 billion. CEO Rudy Adolf shares the company’s growth strategy.

If you’re breaking off from a larger advisory firm to go it alone, consider a specialty practice, say advisors.

The CFP Board “cannot justifiably act as both a regulator for continuing education providers and as a CE provider themselves,” FPA president Michael Branham said to a burst of applause Sunday at the general session of the association’s annual conference.

Financial planning “is still a relatively young profession with a lot of growing pains,” according to the incoming president of the FPA.

Large firms are targeting smaller “lifestyle” advisors who want to remain independent but need resources, guidance and business support from the “substantial ecosystem of solutions” that are now available.

Three big industry names are joining forces to form a new wealth management firm, Lebenthal Wealth Advisors.

Advisors at NAPFA describe how they’re working remotely with a majority of their clients. “More and more clients will expect this kind of service,” they say.

NAPFA’s new leaders are stressing new initiatives to expand the organization’s education programs and its membership.

But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.

Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFA’s fall conference in Philadelphia, rather than receiving it.

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

Successful San Francisco advisor says the strategy has helped her own firm's business -- as well as progressive causes.

Firm founded by ex-PayPal & Intuit CEO opens Denver office as digital upstarts jockey for tech-savvy clients.

Independent RIAs in the increasingly competitive -- and lucrative -- San Francisco Bay Area market may have to raise their game, according to a leading investment banker.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

New hires bolster the firm's recruiting and succession planning units.

The American College of Financial Services has launched Analyst Success.com, an Internet-based preparatory program for the CFA exam that includes self-guided and instructor-led packages.

New York, California and Texas will be ground zero for Fiera Capital, the $71 billion Canadian investment manager that is hoping to crack the top tier of the U.S. private wealth market.

Members of Generations X and Y - people between 23 and 48 years old - who have $1 million or more in investable asset are more active in the markets, engaged in planning and philanthropy, informed, optimistic and collaborative than their baby boomer counterparts, according to a new survey by Fidelity Investments.

“To have a national brand, you have to have a client experience that can be duplicated in every location, like Starbucks," says Rudy Adolf, CEO of Focus Financial Partners. "No advisory firm has the ability to deliver this kind of promise," he says.