Independent advisors

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

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.

As smaller firms flourish, a less sophisticated approach may become more attractive.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

Nina O’Neal is set to launch the Female Advisor Network, joining a number of planners taking diversity matters into their own hands.

The advisor trio joined the firm after its best recruiting year ever.

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.