Client acquisition

The aggregator introduces banking services and says it will continue to acquire new firms.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

Without advisor buy-in, scale can't be achieved, the tech executive says.

"High-achieving" advisors on social media can increase assets by 10%.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

The company’s acquisition will allow it to target prospective clients who are still in the wealth creation phase of life, says CEO James Gorman.

The firm is benefiting some referrals from Bank of America’s other business units.

Ensure you have the right digital tools and approach for a successful client acquisition strategy. Here are four ways to stay engaged with prospects.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

The firm adds a second $1B RIA - and its family office.

The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.

The hybrid RIA wants to reach $10 billion in assets within four years.

Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

The program could connect 4.9 million brokerage accounts to firms selected for the advisor network.

As a fiduciary, "I realized I wasn't putting their best interests first by keeping them," says advisor Tony D'Amico of Fidato Wealth.