Independent advisors

At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.

The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.

CEO Bob Oros says the firm is focusing on recruiting more experienced advisors, among other changes at the No. 19 IBD.

The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

A FINRA arbitration panel concluded that the No. 1 IBD made false and defamatory statements in its U5 filings.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

The high-net-worth and ultrahigh-net-worth segments are growing globally “faster than we can grow advisors to cover them.”

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.