Industry

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Without advisor buy-in, scale can't be achieved, the tech executive says.

Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

The changes follow a challenging first quarter for the firm’s wealth management operations.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

The firm said earlier this year that it would deepen cost cuts.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

The advisors are the newest additions to the firm’s expanding brokerage ranks.

Independent Financial Partners aspires to be a “very, very small agent for change.”