With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on flexibility, cash and equity, and employment status.

Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.

The model that RIAs use to pay their less-tenured professionals is morphing and looming larger in their future plans and present-day valuations, experts say.

The addition of Prudential Financial and Atria Wealth Solutions helped boost LPL's advisor headcount to a record of nearly 29,000 by the end of last year.

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.

Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.