Independent advisors

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.

The firm broke off from its OSJ and followed four others of its type in leaving the No. 1 IBD after a change in its RIA rules.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

The largest IBD network is integrating data analytics into its recruiting and client leads after embarking on other major changes in recent months.

The tax-focused planning IBD is shedding low-producing advisors while retooling its pitch to prospects.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away?

The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.

Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.

With the stock market on the upswing and the regulatory environment continuing to show signs of easing, many advisors are starting 2018 from a strong foundation. For growth-focused advisors, now may be the time to make a strategic move that can help improve their competitiveness.