Growth strategies

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

The California firm, backed by Wealth partners, moves into the Pacific Northwest.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.

An upcoming integration with AdvicePay marks the first step in a series of changes to recruiting and service at KMS under Erinn Ford.

Advisory groups with over $500 million in client assets dominate the industry. Still, many choose to go it alone.