As firms drive toward greater profitability and workforce retention, a new environment has developed—one where advisors have far less control over their business lives.

Helping high-net-worth families communicate about wealth.

Taking the time to be clear on your goals and fully understand your options will help eliminate the misperceptions and allow you to focus on the potential that lies ahead.

Mission statements can play a critical role in a family’s success.

Some in the industry suggest that the Schwab-TD deal announced last week will encourage more advisors to jump from the wirehouses.

Private equity returns might have hit their peak for this cycle.

What does that term even mean?

The firm will acquire Western International Securities, adding 400 advisors and a new affiliation model.