Growth strategies

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

How to know when you’ve reached that just-right size.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

High-AUM RIAs at TD Ameritrade’s Elite LINC tell how they grew their firms when they were starting out.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.

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.

Ladenburg Thalmann’s largest IBD also says it recruited more than 300 advisors with $2 billion in AUM in 2018.