Growth strategies

Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.

Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

How to know when you’ve reached that just-right size.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

High-AUM RIAs at TD Ameritrade’s Elite LINC tell how they grew their firms when they were starting out.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.