For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.

After 24 years, the company’s founder informed the board he will retire from his leadership position by the end of 2023.

Private equity ownership of insurers faces heightened scrutiny.

In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s...

As Advisor Group prepares to roll all advisors into a single brand, teams overseeing a total of $765 million have left for Commonwealth, LaSalle St. and LPL Financial.

There are three finalists in the running for CEO after Gorman leaves, including Andy Saperstein, the head of Morgan Stanley Wealth Management.

Little more than a month ahead of its 10th anniversary, Steward Partners brought together hundreds of advisors in Nashville to share best practices, celebrate victories and hand out jerseys.