Independent advisors

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The firm has seen a number of planners exit in recent months.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

The company's head count has expanded by 43 advisors in the past year.

The advisors retained from shuttering Broker Dealer Financial Services will add more than 80 advisors now able to tap into the buying firm’s offerings.

Commonwealth Financial Network is helping advisors convert to full RIA status and, in the opinion of advisors and executives, shedding its traditional label.

Independent Neal Simon was overwhelmed by a popular Democratic incumbent.

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.