Growth strategies

The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.

The private equity-backed buyer hopes to double its offices around the country in three years.