Business development

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

RIAs should begin the selling process by visualizing their ideal situation, investment banker and consultant David DeVoe says in an episode of Financial Planning’s In|Vest Podcast.

When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.

The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.

Two other groups of MML Investors financial advisors have boarded what the expanded firm’s CEO calls a “big boat” under Coastal Wealth.

A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.

The recent moves display the stakes of the competitive recruiting fight, which has led to firms like AmeriFlex seeking to give advisors greater flexibility and resources.

CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.

The partnership will likely help both industry titans with their long-term strategic plans.

The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.

There comes a point when advisors must decide how much to scale. Here's a guide.

With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.

The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.