Growth strategies

Establishing personal key performance indicators is vital, planners say at XY Planning Network conference.

Amid industry concerns, the largest RIA lender promises not to share data between the bank and its new wealth firm.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

The new competition asks innovators to take client experience to the next level.

Kestra grabbed a practice from the No. 1 IBD, but it gained another one while preparing for a top executive’s departure.

The practice has spent 22 years with the No. 1 IBD, but it will be at least the eighth practice of its type to leave amid changes to the firm’s policies.