Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.

The shareholder, Engine Capital, is seeking support for former LPL executive Andy Kalbaugh and two other nominees to the board of Blucora.

Net new assets soared in 2021, even though the firm's pandemic-related pause in hiring and training overhaul has trimmed its force of brokers.

The firm’s industry-leading headcount of financial advisors expanded by thousands last year, with more recruits coming in their wake.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

Advisor numbers are up from a year earlier, down from the previous quarter

The wealth manager is also growing faster than in years past among its traditional mass affluent base after a record fourth quarter, Jim Cracchiolo says.

The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.

Recalling the days when Stifel had only about $8 million in AUM, CEO Ron Kruszewski says that doubling its client assets is doable.

The global bank is weathering a scandal-tainted year.