Independent advisors

The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.

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.