Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.

In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.

Some owners are reluctant to give away an equity stake. Here is one solution.

The firm’s hot recruiting streak continues into 2019.

The firm has been aggressively recruiting wirehouse talent.

The network’s largest subsidiary will support fee-only advisors, and one of its smaller firms is targeting five times its level of recruitment from 2018.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

An uptick in retirements dampened the firm’s efforts to expand its brokerage ranks.

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

The advisors had been with RBC their entire careers.

Private Advisor Group unveiled a new team with $175 million in client assets, while Integrated Financial Partners says it grew by $900 million in 2018.

The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.

The regional BD started its 2019 recruiting year with a bang.

The reduction, which includes 15% of senior management, is part of a larger effort to cut costs and automate more business.

The regional BD has been on a red-hot recruiting streak.

Chau Pham alleges that her breaks to pump breast milk became a topic of conversation among male co-workers,