Growth strategies

Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.

The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.

Affluent clients have "a fairly low awareness of fees," according to new report.

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The clearing and custody firm also announced $50 million in new investments to fuel its advisory business.

The definition of independence for advisors is changing, according to a new report.

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

Coaching isn’t right for all advisors — but if you think you can accomplish more with your career, it’s worth considering. A coach tells you what to look for.

How to decide if coaching can boost your business.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

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.