Growth strategies

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

Here's four reasons your business might be struggling and what you can do about it.

More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

The two broker-dealers have a new owner eager to grow the businesses considerably.

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

The deal marks the largest acquisition for the firm year to date.

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

Sellers should focus on what buyers are really looking for, not just price or assets.

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.

The No. 29 IBD has unveiled two significant recruiting moves in the past two months.

The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.

The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.

The IBD's longtime head stepped down as part of a plan to remake the firm.

Too many advisors self-sabotage their referral process.

At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.

Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.