Business development

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The clearing and custody firm also announced $50 million in new investments to fuel its advisory business.

The definition of independence for advisors is changing, according to a new report.

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.

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

How to decide if coaching can boost your business.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.

Assume everything you say is on the record, and don’t overshare.

The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.

The newly merged practice became the seventh largest at the No. 18 IBD.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

After acquiring four firms’ assets, the industry giant still faces big challenges ahead.