Independent advisors

Succession planning, reputation and technology proved to be important in the decision-making process for these advisors.

The husband-wife team left LPL after 11 years with an eye toward its rival’s tech and service offerings.

The firm expects to add $10 million in revenue once the deal closes later this year.

The No. 1 IBD plans to offer training and education and team up with reps on outreach to officials.

Exiting larger firms can result in unique issues that need to be carefully considered.

With competition heating up, the IBD is offering advisors better technology and higher pay.

Securities Service Network is pitching advisors on its tax offerings, access to management and parent-firm resources.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.