Client acquisition

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.

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Financial advisors can reduce distractions and increase their profits by outsourcing these functions.

As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.

Clients want to know all about your experience, a new survey from Charles Schwab finds.

Stereotyping investors can cause long-term damage to financial success for clients and planners.

Zoe Financial wants to create an elite network that brings together high-net-worth clients and thoroughly vetted RIAs, says CEO Andres Garcia-Amaya.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.