Succession planning

The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.

The firm's brokerage ranks increased by just one advisor year-over-year.

The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

Total broker head count dropped by 173 from the prior quarter, according to the wirehouse.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

The departure of thousands of brokers may free firms to pivot to different business models, an expert says.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

The firm has been rolling out a robust suite of new and upgraded technology tools.

Nearly three-in-four advisors (73%) do not have a succession plan in place.