Business development

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

The private equity-backed buyer hopes to double its offices around the country in three years.

Large firms backed by outside capital are swooping in on smaller advisers, according to a new industry report.

Greater transparency can help land prospects with the industry focused on the Department of Labor's fiduciary rule, experts say.

The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.

Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

The new year is off to a busy start with deals worth $250 million.

Your emotional intelligence, or EI, affects portfolio planning as well as professional relationships. Here’s how to develop and harness this powerful tool.

Too many advisers have damaging misconceptions about how to get influential people to send clients their way.

Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.

See which independent broker-dealers are beating their larger competitors in attracting new client assets.

Stephen Stabile makes an argument for this planning approach, and others in the industry agree.

Merrill Lynch's Stephen Stabile and others are using behavioral finance tools to make better plans for clients.

Winnie Sun, of Sun Group Wealth Partners, and Paul Rand, of The Rand Group, break down the obstacles and advantages of making the switch.

The latest trends in marketing are ideal for financial advisors looking to grow their practice.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.