Succession planning

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.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

After his big score with Banyan Partners four years ago, the dealmaker faces a much more competitive market.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.