It may seem counterintuitive, but differences of opinion can improve an organization.

An advisor of 36 years, Jay Mastilak moved to Stifel from Wells Fargo.

Robert Cook’s pay far outshines that of other SRO chiefs.

An otherwise simple strategy has many pitfalls.

Recruitment is ongoing — not a one-time sales pitch.

Despite changes in the new law aimed at scrapping a penalty for most new couples, those from high-income households may owe more this year.

A client's retirement savings depends on four key factors, says the leading RIA executive.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

The 18-month-old Sanctuary Wealth caters to breakaways but is also open to independent advisors as well, CEO Jim Dickson says.

A successful recruiting strategy isn't enough to keep a financial planner put.

The combined AUM of the top 10 companies has soared by 60% to more than $770 billion over the past five years.

Ranking RIAs by AUM or number of employees is misleading.

Twelve advisors join the Atria-owned IBD after logging just over a year at their old firm.

The independent broker-dealer has seen significant growth in the last three years.

Craig Findley once helped oversee a 36-member team that managed more than $6 billion.

The firm has been hiring advisors aggressively, attracting talent with its culture and technology.

Single women in their early 60s have saved roughly $37,000 less than men.

The team made the transition with Kestra Private Wealth Services.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.

Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.