Industry

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.

It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.

Unhappy with M&A offers, CJM chooses to stay independent.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.

"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

Religious groups threaten to withdraw shareholder proposal on the bank’s decision.