Growth strategies

The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.

The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.

More working Americans have a health savings account, but many are not using them to their fullest potential.

The new wealth management business opens with help from Integrated Partners as more RIAs and accountants follow the trails blazed by many dual practitioners.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.

Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.

Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

See which firms in the channel have the most assets under management and meet a six-part criteria eliminating firms that take commissions in any form.

From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.

Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.

Researchers from the Columbia Business School uncovered some major trends, but one of the co-authors says the trust of clients is one possibly immeasurable factor.

Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.