With a focus on growth and improving advisor satisfaction, Blucora’s wealth management arm saw Q4 improvements

Nearing her first year anniversary at the firm, CEO Natalie Wolfsen said the company’s success wouldn’t be possible without the advisors who power it

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.