The firm aims to grow in private debt, infrastructure, global equities and real estate across the globe.

Bringing on new employees can spur growth, but can also complicate compensation structures.

Reva Shakkottai has been with the firm for a decade.

About 77% of people 50 and older want to stay where they are as long as possible, according to a survey. But clients who want to — or have to — move, have a number of options each with pros and cons.

The biggest bank merger in 10 years makes a lot of sense at the top levels, but some advisors may find their new home restrictive, an observer says.

The next generation of advisors is worth the cost.

He’s the latest broker to leave a wirehouse for a regional BD.

The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

The firm has been on a recruiting tear, with a particular emphasis on wirehouses.

Seniors are more likely to opt for the standard deduction, which increased under the new tax law, but those who want to maximize their deductions have several considerations.

The past year brought major changes to the IBD network, including the sale of its majority stake and a structural reorganization.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.

Lawmakers this year are expected to pursue measures that will help Americans enhance their retirement prospects.

Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.

The bank pledges to handle customer complaints better and reexamine its lending practices.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

A recent ruling by the U.S. Labor Department could open the door for automatic 401(k) transfers between employers, which means fewer workers will be tempted to cash out.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.