Growth strategies

The No. 1 IBD is reaping the benefits of learning the lesson that it “can never move away from the advisor,” according to its head of business development.

Securities Service Network is pitching advisors on its tax offerings, access to management and parent-firm resources.

Nine banks agreed to be sold to credit unions last year. Some industry observers believe that number could double this year.

The industry's largest acquisition in more than a decade will create the sixth-biggest bank in the country, with assets of more than $442 billion.

The past year brought major changes to the IBD network, including the sale of its majority stake and a structural reorganization.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

Some owners are reluctant to give away an equity stake. Here is one solution.

The No. 1 IBD’s advisory AUM flows show results from the company’s efforts to reward advisors for choosing its custody instead of outside firms.

The 50 largest teams and OSJs to change their affiliations show both the threat to incumbent firms posed by RIAs and the scale afforded by acquisitions.

When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.

The new strategy may reflect downward pressure around planning fees.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The need for scale is forcing a reassessment of M&A strategy.

The advisors retained from shuttering Broker Dealer Financial Services will add more than 80 advisors now able to tap into the buying firm’s offerings.

CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.

The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

The No. 1 IBD poached two more teams from the largest firm in rival network Cetera Financial Group.

The firm has streamlined its leadership structure and overhauled its marketing strategy.