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