Industry

Combining the two partner firms will create an RIA with more than $50B under management.

The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

Here's what advisors at the $2 million production level can expect to earn at large and regional firms

The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.

You'd think making $1 million a year for your firm would be considered a lot. But advisors at that level last year have to bring in a bit more to maintain their take-home pay.

Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.