Growth strategies

The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.

Most of the 150 markets are in areas 30 miles away from the nearest Bank of America branch.

Charged with leading the firm’s recruiting and sales strategy, Scott Posner will report to the recent successor to Bill Morrissey, who left the firm last month.

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.

The No. 1 independent broker-dealer has grown beyond the wirehouses, but it added about 100 fewer advisors than expected from its major acquisition.

The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.

Affluent clients have "a fairly low awareness of fees," according to new report.

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.