The IBD’s year-old training program has become, for some, a place to embed junior advisors with acquisition targets.

Xtiva Chief Product Officer Jeff Mardsen explores the ways in which advisor compensation models are shifting away from being purely based on sales revenue.

Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.

The gig economy, student debt challenges for millennials and other forces are impacting the “personal CFO” approach to wealth management.

The new platform helps recruiting firms surface untapped revenue.

Create a daily high-priority summer to-do list, and stick to it.

Executives at some of the biggest RIA consolidators, HighTower, Beacon Pointe Wealth Advisors and Mariner Wealth Advisors, share their insights.

In the RIA world, it’s a seller’s market. But the expansion of financing options is pushing more sellers into the market, lenders say.