The past year brought major changes to the IBD network, including the sale of its majority stake and a structural reorganization.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Raymond James's culture and "access to leadership" were among motivators advisors cited for their moves.

The bank pledges to handle customer complaints better and reexamine its lending practices.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

The firm’s efforts to attract talent away from rivals boosted headcount by a net 57 advisors in 2018.

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.