Corporate governance

Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.

An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

Bill Morrissey, who is leading the effort, described the firm's rapid, multipronged approach.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

The advisory firm knew the drill, but the storm still threw them for a loop.

The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.

Advisor Jonathan Swanburg has insights for advisors with clients affected by natural disaster.