Independent advisors

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.

The winner's charity will receive $5,000 grant and the advisor will be recognized alongside a runner up.

The firm is prioritizing its most productive advisors after shedding some 30% from its headcount.

The uncertainly of regulation and their own survival is at the root of advisors’ stress, but there are also some positives of the job.