Business development

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

Here's four reasons your business might be struggling and what you can do about it.

More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

The deal marks the largest acquisition for the firm year to date.

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

Sellers should focus on what buyers are really looking for, not just price or assets.

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.