Here are the biggest advantages to having a well-equipped next generation advisor on your team.

Without a sustainable growth strategy, the increased cash flow produced by independence will likely be fleeting.

HudsonPoint wants to recruit wirehouse reps with bigger books of business. Our experts suggest more targeted marketing efforts. 

Advisors thinking about taking the leap need to be wary of specific developments and the aggressive regulatory environment that awaits them.

When an “elite” manager pushes the right buttons, people can usually perform at significantly higher levels.

The first half of 2015 saw a significant increase in merger and acquisition activity among registered investment advisory firms, a trend Schwab expects to bleed into the second half of the year despite the recent market upheaval. “The success ...