RIAs

The independent firm has recruited a number of wirehouse brokers and grown to $3 billion in client assets, according to the company.

The six-member team serves ultrahigh-net-worth investors and families.

As planners flock to these products, sponsors are differentiating their offerings to better stand out.

The ex-wirehouse advisers are partnering with Stanley Hochhauser, an industry veteran of more than 50 years.

Avoiding these mistakes with a small business is essential.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

The group previously generated over $1 million in annual revenue.

It is a sensitive topic, especially for partners who have earned their appellation on the letterhead.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.