Independent advisors

The entrepreneur's OSJ also recruited an advisor named after J.P. Morgan and another new affiliated practice.

The RIA adds $600M in AUM with its third acquisition of the year.

Recruitment is ongoing — not a one-time sales pitch.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

A successful recruiting strategy isn't enough to keep a financial planner put.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

The largest increases came from the only firms in the sector reporting jumps of at least 20% or more in 2018.

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.