Physical space will be reduced, office layouts will be adjusted, and shifts of employees coming in and out of the office will be instituted.

TD Ameritrade Institutional launches a new matching tool to help advisors find more and diverse talent.

Smaller firms may face challenges in broadening their practices, but they also have a unique advantage: a great deal of control over their direction.

Starting with Week 1, the challenge is not about the what but the how.

RIA principals are failing the next generation of industry leaders, writes industry M&A consultant David DeVoe.

Business owners will need to be nimble, flexible and willing to pivot.

Hold on to the lessons of the pandemic as the industry tries to go back to "normal."

The argument some RIAs are making—that the PPP loan is a business loan, no different than any other, and comes with risk, and is not bailout money—just doesn't wash.

Four key trends help explain the increased M&A activity in the RIA space over the past few years and will continue to propel deal-making moving forward.