Strategic planning

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

The firm has streamlined its leadership structure and overhauled its marketing strategy.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

The bank, which has 265,000 employees, is struggling to grow under the weight of a Federal Reserve assets cap.

CEO Sergio Ermotti said UBS had begun to cut costs following the merger of the U.S. and international wealth management divisions.

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

I told clients they need a plan. Turns out, I needed one, too.

The deal marks the largest acquisition for the firm year to date.

When it comes to planning, hitting financial goals is only part of the story.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

The regional firm, which has been a recruiting tear, pulled its newest hires from Morgan Stanley and Wells Fargo.

I thought my entrepreneurial career was over. I was wrong.

Germany’s largest bank plans to focus on on markets such as Hong Kong, Singapore and the U.S.

Three quarters of the firm’s 57 new recruits have come from the largest firms.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

Critical criteria that can raise the market price of an advisers' book.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.