Special Program Root Tag

The Bahnsen Group, founded in 2015 by a former Morgan Stanley team, has grown into a private wealth powerhouse with roughly 100 employees and offices in three states.

Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.

Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.

When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.

For advisors with $600,000 in annual production, regional firms like Janney and RBC have been reducing their compensation in recent years. They're now more in line with the pay policies more commonly found at large Wall Street firms.

Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at Janney and RBC, the pay rates are lower and much closer to those of large Wall Street firms.

Traditionally, regional firms were places where advisors with mid-level revenue production could find comfortable homes. Janney and RBC show how that's changing.

As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

For advisors like Chris Diodato of WELLth Financial Planning, everything from insurance to industry software is costing more these days.

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.

Natasha Howe's friends were blowing up the internet as influencers, but they needed a financial advisor who could help get their financial lives in order. She now has a growing niche.

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."

Advisors with asset minimums find themselves rejecting clients arbitrarily and can often feel disconnected from their clients' planning goals.

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.

The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.

Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.

The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.