Independent advisors

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.

A successful recruiting strategy isn't enough to keep a financial planner put.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

The largest increases came from the only firms in the sector reporting jumps of at least 20% or more in 2018.

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

The robo strikes a deal to offer direct deposit service and debit cards.

Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.