Industry

CEO Paul Shoukry also told analysts that the merger and acquisition deals coursing through the industry could open doors for firms eager to bring in advisors and net new assets.

Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.

In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.

See which firms are paying advisors with $1 million in annual revenue the most.

Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be purchased Commonwealth Financial Network while maintaining its small-firm feel.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

RIAs with $4 billion to $10 billion in AUM can turn their size to their advantage by strategically adopting tech products and processes.

UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.

UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.