The RIA aggregator added its 43rd partner.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

Interested in buying or selling a firm? David DeVoe's essential guide for advisers.

Who is poised to buy next year?

CEO Rob Francais wants advisers to envision $1 trillion in AUM.

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

With a close watch on the policies from incoming President-elect Donald Trump, industry leaders and analysts share their predictions for industry trends in 2017.

Industry leaders offer personal insights for better results.

The model for financial advice "is primed and ready for change," says Cetera CEO Robert Moore.

Casady provides both consistency and a fresh approach, leaders of the firm's OSJs say.

Some of the region's largest hedge-fund firms have resulted from spinoffs from global managers.

Advisors Asset Management CEO Scott Colyer says loosening regulatory reigns may free up spending previously directed toward compliance.

An astute arrangement can protect advisers, their loved ones, clients and employees.

Amid reports of a possible sale, assets rise and expenses fall.

Best ways to bring two firms — and distinct cultures — together.

Best ways to bring two firms — and distinct cultures — together.

How Ronald Kruszewski is working to make the regional BD into an industry contender.

“Q3 2016 is the eighth successive quarter of 30 or more transactions,” says David DeVoe, managing partner at DeVoe & Co.

With investors increasingly moving to lower-cost, passively run funds, the firm says it plans on countering the resulting record redemptions by merging with Henderson Group.