Independent advisors

Every man in the financial services industry should read this article, Nina O’Neal writes.

Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.

The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.

Wealth Enhancement Group has nearly doubled its assets over a two-year period.

The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.

The clearing and custody firm also announced $50 million in new investments to fuel its advisory business.

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.

The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?

This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.

Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.

At least six RIAs have left since the No. 1 IBD announced a change in policies last November.

How to decide if coaching can boost your business.

Kestra Private Wealth Services CEO Rob Bartenstein says the new practice makes the fourth new office added this year by the hybrid RIA.

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

If Cetera ties itself to a culturally unmatched firm, the roadblocks it creates for itself may be too much to overcome, an industry recruiter says.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

The firm left Kestra for PKS as part of the move as increasingly large breakaways fuel the independent movement.