The company that provides services to 106,000 posted financial results that were a mixed bag of big-picture wins and notable setbacks.

An expanded base of partner RIAs fueled soaring net income and rising debt for the publicly traded aggregator, which is expected to go private at $4.1 billion.

The largest independent broker-dealer is also "on a journey" to reach more high net worth clients through new tools under development, CEO Dan Arnold said.

With another potential private equity transaction, the RIA aggregator would make the opposite of the move it made only four years ago.

CEO Ralph Hamers said in an earnings call Tuesday that despite a flat headcount over the past quarter, advisor productivity remained high as the wealth unit brought in $23 billion of net new assets.

As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.

Goldman Sachs Group cut Chief Executive David Solomon's compensation by about 30% to $25 million for 2022, a year in which the share price and profit tumbled and the firm retreated from a highly public effort to create a consumer bank.

The large brokerage reported record results for its wealth management business as it waits to bring several more financial advisors on board.

Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.

The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.

The smaller shrinking of the wirehouse's headcount in 2023 underscored a successful year of growth for the megabank's wealth arm.

Despite the impact of slumping stocks and reports of job cuts at its parent firm, rising interest rates boosted the giant custodian's business in 2022.

The wirehouse said it was on track to achieve $10 trillion in AUM in the next several years and expected the most growth to come from its corporate retirement channel.

Meanwhile the firm's newly reorganized wealth and asset management arm offered a couple of record numbers in an otherwise dark period for the megabank.

The wirehouse reported a record fourth-quarter growth of 8,500 net new households and said it planned to hire advisors at a 3-4% rate over the next five to 10 years.

The megabank set aside more than $1 billion in reserves as it confronts mixed economic signals and keeps adding more teams to its wealth ranks.

Falling stock values pushed down client assets, even as the smaller base of brokers took in a higher amount of incoming holdings than a year ago at this time.

Revenue, users and accounts are up for the tech firm. But company leaders are already thinking about the future.

The RIA aggregator tacked on an additional $21 million in annual revenue through just two of the transactions.

The announcement, higher wealth profits due to rising interest rates and record recruited client assets ushered the tax-focused firm into its latest phase of change.