A study by Advisor Growth Strategies and Dynasty Financial Partners found that firms were more profitable with the more shared services they used.

Vanguard’s move to eliminate commissions on ETFs is a challenge for the big RIA custodians, even as the firm denies it’s moving back into the business.

There were only 32 deals this spring, but the slowdown is not expected to persist.

The brokerage invested heavily in technology; now it’s got to get its advisors to actually use it.

Merrill Lynch recently became the leading employer of CFP professionals in the U.S.

The co-working startup is moving to reduce expensive office leases and instead help companies redesign and run spaces they already inhabit.

The firm has gone outside the financial services arena for a high-profile hire in a push to meet $100 billion AUA goal.

Wyeth Private Wealth focuses on clients’ retirement planning.

The Focus IPO is currently the only pure-play investment in the fast-growing RIA space—and if sophisticated investors see this as an opportunity, advisors should too.

SEI found that 52 percent of advisors have changed their fee structure in the last 4 years.