Osaic

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.

The practice left its BD less than a year after John Hancock acquired Transamerica Financial Advisors.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

The new executive will lead a team counseling advisers on how to comply with the DOL rule.

Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.

Succession planning is easy to talk about. It’s much harder for planners to actually plan for.

The Labor Department will now conduct a review with an eye toward amending or rescinding it.

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

After investing millions in new platforms and preparing thousands of advisers, executives say they've come too far to reverse course.

Morgan Stanley and Advisor Group are moving ahead with changes despite the possibility that the Department of Labor's regulation could be reversed.

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

Though some say the rule's future is in doubt, the firm is going ahead with sweeping changes it hopes will make its advisers more competitive.

The IBD selects UBS veteran to become CEO

As rules pile up, industry leaders are looking for ways to help advisers navigate what they say has become a regulatory labyrinth.

Nascent partnership at largest female-run IBD ends as Erica McGinnis leaves top spot. Expect more heads to roll, one expert says.

Lightyear Chief Executive Donald Marron is getting a second chance to purchase the insurer's broker-dealer arm.