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Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The need for scale is forcing a reassessment of M&A strategy.

The firm has seen a number of planners exit in recent months.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

The deal could grow Baird’s headcount by about 44%.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.

Clients can save an average of $2,500 off the sales price by striking at the right time.

To prepare for questions — and their own filings — planners should note these tips.