Industry

Three firms have fired the broker, whose former clients have won $494,000 in settlements.

Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.

Firms can add clients and improve eventual purchase prices by planning for the future.

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

Each of the group's three advisers has more than 20 years of experience in the industry.

JPMorgan Chase’s Seth Bernstein will take over from Peter Kraus as the firm's CEO.

AllianceBernstein, the money manager that oversees about $498 billion, ousted CEO Peter Kraus and more than half of the board in a shake-up.

The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

The group is led by an industry veteran of almost 40 years.