Independent advisors

More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.

Headcount dropped by 413 brokers year-over-year, but productivity per FA jumped by 29%.

Securities Service Network is entering a space usually regarded in the industry as the specialty of HD Vest and 1st Global.

The four-member group previously generated about $2.5 million in annual revenue.

Call it the ultimate staycation. Planners offer advice on how to work from paradise.

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

CEO Jim Cracchiolo says the firm’s headcount is poised for growth again following a stagnant year.

Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.