Commonwealth Financial Network

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.

With transparency about conflicts on the rise even as it varies by firm, critics question whether clients really understand complicated technical documents.

The husband-wife team left LPL after 11 years with an eye toward its rival’s tech and service offerings.

The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.

Financial advisors and their firms are providing zero-interest loans, free counseling and fresh ideas for some 800,000 federal workers going without pay.

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

“I don’t want to call a helpline, I want a partnership,” the advisor says of her move to the firm, which expects to hit record gross recruited production.

The 50 largest teams and OSJs to change their affiliations show both the threat to incumbent firms posed by RIAs and the scale afforded by acquisitions.

The rarely dinged firm joined peers grappling with two issues: mutual fund fees and supervision of advisors who've been sanctioned multiple times.