Succession planning

The deal is Captrust's 31st purchase in the past 12 years.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

Here's what keeps planners from following the advice they give clients.

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.