RIAs

Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Firms seeking to recruit high-level talent will have to be creative.

The firm was defined by a culture of “no, no, no,” a top headhunter says as part of On Wall Street’s annual recruiters roundtable.

More assets — and teams — are in motion than ever. What's behind the movement?

While American women earn only 82 cents for every dollar men earn, the wage gap is far greater for female planners.

A recent report about bad incentives for brokers "did not accurately reflect how we do business and serve our clients," said Jon Weiss, head of wealth and investment management.