Corporate governance

I thought my entrepreneurial career was over. I was wrong.

Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.

An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.

While coping with the killing of a beloved colleague, EFS Advisors scrambles to protect his clients.

How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.

The storm devastated Puerto Rico, which has seen a surge of client complaints.

The practice left its BD less than a year after John Hancock acquired Transamerica Financial Advisors.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

Germany’s largest bank plans to focus on on markets such as Hong Kong, Singapore and the U.S.

The retirement powerhouse has made six deals so far this year, most recently acquiring Davidson & Garrard with $685 million in AUM.