LPL Financial

Private Advisor Group is “cautiously optimistic” it could recruit a dozen teams with about $500 million in AUM each this year, an executive says.

Advisors report what they love — and hate — about tech at companies holding client assets.

The No. 1 IBD is marshaling transition assistance, technology and other resources toward recruiting success across the firm and its bank channel.

The advisors joined the firm’s employee and independent broker-dealer units.

“I don’t want to call a helpline, I want a partnership,” the advisor says of her move to the firm, which expects to hit record gross recruited production.

The No. 1 IBD’s advisory AUM flows show results from the company’s efforts to reward advisors for choosing its custody instead of outside firms.

The 50 largest teams and OSJs to change their affiliations show both the threat to incumbent firms posed by RIAs and the scale afforded by acquisitions.

Independent Advisor Alliance and Private Advisor Group — two of the firm’s largest hybrid RIAs — say they’ve added billions in clients assets from IFP.

Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.

Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.