Osaic

Dimple Shah, Osaic head of corporate strategy, said she and other executives expected some advisors to leave during the firm's "Journey to One" and that attrition has been mostly in line with expectations.

Rising financial advisor productivity came with much better pay at these independent brokerages.

Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.

The trio of financial advisors cited the needs of ensemble advisory practices, succession resources and the option to convert to a hybrid RIA model someday.

Working in teams can boost productivity, make succession easier and allow advisors to move upmarket, new research suggests.

The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.

The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.

In its latest recruiting win from Osaic's Triad Advisors, the firm established its first office in a new region and picked up a half dozen financial advisors.

From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.