Independent advisors

The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

Private Advisor Group reported impressive growth even as other practices of its kind have left the No. 1 IBD.

Changes to how the group educates advisors is just one of the many transformations in the offing.

Robert Moore’s view sets him apart from other executives who argue that new talent will replace low producers.

Pole-vaulting advisor Mark Cortazzo’s practice marked at least the second hybrid in three months to leave the firm for Mutual Securities.

Executives from Pershing and Fidelity say smaller firms can find a home in the hybrid space.

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.

‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.