The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.

Following two recent mega-mergers in the bullion space, the fight to secure dominance is intensifying.

“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.

Independent broker-dealers have changed with the times. Our annual ranking has, too.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

The firm hopes to broaden wealth management offerings beyond ultrahigh-net-worth clients.

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.

Why? Three other competitors have an astounding 95.8% of market share.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

The billions of dollars that have flooded the state and local debt market this year have only heightened the craving.

Dakota Wealth Management’s fourth deal in 13 months brings its AUM close to $1 billion.

Joe Duran outlines the company’s strategy for its mass-affluent advisory push.

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

The California firm, backed by Wealth partners, moves into the Pacific Northwest.

The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.