Practice

The fourth largest IBD added a super OSJ with $650 million in AUM.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

“People need to know what the rules are,” an industry consultant says.

The award marks the largest of its kind this year.

Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.

The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

This year's additions to our expanded annual list of CFP Board-registered degree programs.

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

The firm has signed four big recruiting deals in the past three months.