Corporate finance

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

About $2 billion of assets will be available to the company’s retail clients.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.

The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.

A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.

The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.

The network of five IBDs with 4,400 advisors hasn’t made a final decision, according to Bloomberg News.

CEO Dan Arnold described the firm's multipronged strategy for further growth.