High net worth

After seven acquisitions last year, Captrust snares $300 million Knox Capital for its first 2018 deal.

Advisors need to be aware of how the new tax law will affect high-net-worth clients across the country.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

Ameriprise is looking to reverse a decline in its headcount.

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.

This is the second time in recent weeks that the firm has poached talent from the wirehouse.

Clients may consider changing their business structure under the new law.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

The new law will affect how financial advisors and clients evaluate the pros and cons.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.