Growth strategies

For advisors who invest in cultural understanding, bilingual support and education, the growth opportunity is vast.

Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.

Fewer than 3% of U.S. advisory firms report registrations with foreign regulators, and the meager ranks reflect the difficulty of breaking into international markets.

Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.

A record high in attendance and backers like LPL, Morgan Stanley, Carson Group and FPA highlight how the industry has taken notice of the SER Summit.

The Ensemble Practice crunched data from hundreds of advisory practices the consulting firm says are getting tepid growth amid their impressive metrics.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.

The question has turned into something of a paradox because of the related, but different, rise of RIAs and how that has affected independent brokerages.

A range of perks and parties could help advisors forge deeper relationships and generate valuable leads, often without breaking the bank in the process.

The Charlotte, North Carolina-based bank, which is focusing its growth push in the Southeast, is also planning to renovate 300 existing offices as part of an effort to attract more mass-affluent customers.

Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.

Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.

Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.

AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

If brands want to be remembered fondly by event attendees, experts say items with long-term usefulness outweigh cheap throwaways every time.

The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.

SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.