Growth strategies

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

A retail RIA and robo retirement combination could be a game-changer.

All systems go for more transactions — but the stock market is a wild card.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.

The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.