Growth strategies

LPL Financial topped the list, but the next five firms in these rankings of the 10 that picked up the most brokers from rivals are wirehouses and employee brokerages.

The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.

With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.

A planner and and an RIA entrepreneur discuss the impact of rapid consolidation and shifting forms of affiliation.

One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.

The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

Five experts shared insights on why Gen Zers defy stereotypes as the most recent data from the Fed displays their burgeoning net worth.

Less than two years after the firm's launch, it has reached 60 financial advisors and $7 billion in client assets. Here's a look at its expansion strategy.