Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.

An employee value proposition may be the single most important tool in the war for talent, says Schwab’s Lisa Salvi, but professional development is gaining relevance.

The former Sanctuary Wealth CEO opens up about the mistakes he made at the helm of the firm, which RIA founders can learn from.

New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.

The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.

Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.