Growth strategies

For the first time, the ranks of the top 25 firms according to their annual business include single entries for IBD networks.

This interactive tool provides the full collection of data from Financial Planning's 35th annual study of the largest firms in the space.

The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.

The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.

The IBD network had been preparing for disruption, CEO Adam Antoniades says, and it has the financial flexibility it needs to boost financial advisors’ practices.

The privately held firm recruited more than 160 reps in the first quarter on the strength of its balance sheet, CEO Amy Webber says.

The No. 1 IBD added Securities America’s largest enterprise, whose founder says the firm’s new private equity-backed owner made him uncertain about the future.

An RIA platform launched by compliance professionals is growing by offering a smaller home for wirehouse and reverse breakaways, Advisory Services Network COO Cindy Halpern explains in an episode of Financial Planning’s Podcast.

CEO Dan Arnold says the pandemic “will create some structural change across the market and the industry.”

The firm is making another targeted purchase while rivals seek to gain ground with their own deals that reshape the sector.