Independent advisors

The practice opted for USA Financial after Jackson National sold National Planning's assets.

CEO Jim Cracchiolo reported record client assets and a sharpened focus under the fiduciary rule.

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

State administrators find reason for scrutiny in advisors’ increasing use of flat fees.

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

IHT Wealth Management now has $2.4 billion in client assets.

The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.

Clients are looking to be reassured about the security of their data.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.

The change could alleviate firms’ recruiting worries that they must pay trainees to spend the first few months studying.

The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

Bill Morrissey, who is leading the effort, described the firm's rapid, multipronged approach.

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.

Experts say such cases are commonly filed by advisors yet difficult to win.