RIAs

Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

A pair of longtime Suntrust financial advisors have hooked up with LPL Financial to form their own practice.

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

How do you want to improve your practice in the new year? Financial advisors (and the consultants who work with them) voice the top resolutions for 2014.

The New York-based platform outsourcer and service provider for large wealth management firms is beefing up its business development team, vowing to become much more aggressive in going after new clients.

Seeking to avoid the "embarrassment," "annoyance" and "expense" of a lawsuit, the CFP Board is asking a federal judge to quash most requests for documents and depositions from two planners who are suing the organization.

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

Schade replaces the San Francisco firm's co-founder and chief executive, Brodie Cobb, who suffered serious injuries in a bicycle accident last year.

Almost half of the advisors in a new FPA study say they don't have a retirement plan; even more fail on business and succession plans.