Growth strategies

"It’s never been a better time to be a seller," says investment banker Liz Nesvold.

Only about 5% still charge them, according to a Financial Planning study.

The partnership marks the third deal since a major private equity investment in April.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

The engine of future growth for the top independent broker-dealers is likely to be fees.

The RIA's 7th deal in 16 months is for a $160M adviser.

The online experience should reflect what it’s like to work with you.

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

The wirehouse files for a restraining order in wake of move to Dynasty.

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.