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The wirehouses aren't fading yet, but many independents argue that these firms will need to change dramatically to retain market share.
June 30
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"We want our planners to feel unsettled when their clients are unsettled," says Grant Rawdin, who has built a $2 billion firm on specialized, deep advice.
June 30 -
"Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.
June 29 -
Two veteran advisors went independent with Dynasty, dwarfing the firm's previous recruits.
June 29 -
The bank's former head of branch banking and private banking now directs private wealth management, wealth planning, and trust and estate services as well as UnionBanc Investment Services and HighMark Capital Management.
June 29 -
Merrill Lynch lured back three advisors after seven years with rival UBS.
June 29 -
Leaving the wirehouses for independence can be worth it, but be prepared for the unexpected, advisors say.
June 29
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"LPL is a different place than when we started there 11 years ago," says CBD Wealth Management partner Robert Comeaux, Jr.
June 29 -
Things have changed and will continue to do so; advisors shouldn't be deterred.
June 26
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KeyCorp in Cleveland has hired Gary Poth as head of its family wealth division at Key Private Bank.
June 26
