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CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.

One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

Most inflows in the space went to products with over 80% of their assets in index funds, new research from Morningstar finds.

The aggregator introduces banking services and says it will continue to acquire new firms.

With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.