Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.

LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from their recent purchase of Commonwealth. But advisor departures have ticked upward.

As CEO Sergio Ermotti says it's almost impossible for the firm's U.S. wealth management business to match rivals' profit margins, UBS seeks to help new and existing advisors sharpen their expertise.

Wells Fargo recruits a $543M JPMorgan team, Raymond James adds a $360M family practice and Beacon Pointe acquires a women-led RIA.

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.

At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest advisory teams, Private Advisor Group found another option.

The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts and financial advisors.

The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los Angeles area, Arizona and Colorado.

Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.

RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.

Borrowers who receive discharges of their student debt under the Income-Driven Repayment program could be facing tax bills as high as $10,000 next year.

Minority transactions are increasingly appealing to sellers who are wary of giving up the full control of their firms. But experts say the deals do come with strings.

Matthew Madera has become the latest former JPMorgan private client advisor to be sued after leaving for another firm. In a recent stipulated order, he agreed to stop soliciting former clients until the dispute can be resolved.

The Couch Group's return to Morgan Stanley is the latest evidence that UBS hasn't been able to stop the recent wave of advisor departures.

Edward Jones added $17B in net new assets despite a sharp slowdown in new client households, reflecting a focus on high net worth clients and specialized services.

In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.

Also, an Ex-Truist/Balentine duo start an RIA, Raymond James grabs a team from Wells Fargo and Janney names a new head of advisor recruiting.

Schwab becomes the latest large wealth manager to cite the shrinking number of publc companies as a reason to help regular investors get into private markets.