The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

The regional BD opened its third new location in Texas this year.

The wirehouse loses four more advisors to the regional BD.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.

The firm had cut back on hiring efforts in 2016, citing exorbitant costs.

How to solve the financial planning industry’s diversity problem.

The firm calls the lawsuit's claims "baseless."

Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

Two of the new hires are brothers who spent more than 20 years at the wirehouse.

The recruits also opened a new branch for the regional BD.

One advisor has more than three decades of experience in the business.

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.

They can do research by visiting funeral homes to get a better understanding of cost and burial details.

The new player aims to disrupt the sector despite losing some 300 reps to other firms.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.