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.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

The Wealth Enhancement Group has reached $9.7 billion in client assets under a slew of M&A deals and substantial organic growth.

Consolidators and large RIAs were leading buyers in the third quarter.

The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.

Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.

The deal is Captrust's 31st purchase in the past 12 years.

The fast-growing Mather Group has ambitious expansion plans.

Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.

The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.

The $6B RIA bought a neighbor but also expanded its footprint.

The deal is the latest addition to the regional BD’s growing portfolio of M&A deals.

The platform outsourcer is now appealing to a new market.

Aggregator adds a $17B TAMP as Buckingham buys Loring Ward.

The deal to purchase the asset manager could be announced in a matter of weeks.

Private Ocean – Mosaic combination brings software expertise to financial advice battleground