RIAs

As the firm struggles to find RIAs to buy, CEO Peter Mallouk explains how the Tony Robbins factor has driven growth.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.

In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.

Tensions between buyers and sellers of advisory firms are surfacing, according to a study.

Successful deals are generating a high degree of confidence in the M&A market.

The firm's chief Eric Clarke says there are multiple suitors.

The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.