Independent advisors

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.

The firm broke off from its OSJ and followed four others of its type in leaving the No. 1 IBD after a change in its RIA rules.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

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?