Industry

The advisors joined the firm’s employee and independent broker-dealer units.

The leading independent robos are offering new investment options to attract new assets.

In an internal memo, CEO James Poer pledges that any change to the firm’s capital structure "would be made with your business in mind first."

“I don’t want to call a helpline, I want a partnership,” the advisor says of her move to the firm, which expects to hit record gross recruited production.

The firm has recruited 22% more advisors in 2018 than the year-ago period.

The program could connect 4.9 million brokerage accounts to firms selected for the advisor network.

Addressing the imbalance in the industry is a strategic imperative.

Advisors from across 79 branches were involved in selling offerings to family members and other brokers, including stock in Facebook, General Motors, LinkedIn and Twitter.

The custodian says as it rebuilds for a digital era, hiring technologists is a top priority.

The No. 1 IBD’s advisory AUM flows show results from the company’s efforts to reward advisors for choosing its custody instead of outside firms.