The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

The 4,300-advisor network is investing in insurance distribution after benefiting from rising interest rates and record client assets.

The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.

CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.

Be prepared for hard decisions and setbacks, say RIA executives.

While firms cater to millennial clients, or solve retirement issues for baby boomers, a large swath of the population is overlooked.

The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.