Independent advisors

The robo strikes a deal to offer direct deposit service and debit cards.

Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.

It’s hard to fight inertia. Very hard.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

Firms look to attract client cash from Wall Street institutions by offering a buffet of services that cover banking and investing needs.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.