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Here is the second segment of the Top 100 Bank Advisors. The top 25, as well as those who ranked 51-100, are included in the corresponding slideshows.
December 5 -
A well-rounded approach wins the day with the annual bank advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.
December 5 -
What are the top strategies and priorities of the best of the best in the bank wealth management channel?
December 5 -
AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.
December 3 -
Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.
November 28 -
The firm has seen a number of planners exit in recent months.
November 28 -
The company's head count has expanded by 43 advisors in the past year.
November 14 -
A civil filing by an IBD seeks damages for firms and reps “who devoted significant time and resources to building a book of business,” an attorney says.
November 13 -
The largest IBD unveiled a partnership with the U.S. Army Reserve designed to tap ex-servicemembers and reservists through apprenticeships.
November 12 - To win over advisors, don't force tech changes: Q&A with In|Vest speaker, HD Vest's Crystal Clifford
Despite the IBD converting much of its technology, HD Vest's COO says the process has been less painful because its planners are supportive of the changes.
November 7 -
Investigators say the barred rep diverted more than $1.8 million of her clients’ money for personal use, including on vacations and houses.
November 6 -
The 7,700-advisor IBD network hasn’t been as active in recruiting as its rival lately — but it’s holding on to a portion of the major enterprise.
November 1 -
FINRA says the firm did not disclose necessary client issues or hacking attempts.
October 31 -
The independent broker-dealers born during this fraught year have thrived. Now, however, their role in creating today’s independent advisor threatens their ability to survive another half-century.
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The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.
October 30 -
The No. 1 IBD unveiled positive recruiting numbers for the third quarter, alongside an 84% jump in profits.
October 26 -
The No. 1 IBD poached two more teams from the largest firm in rival network Cetera Financial Group.
October 25 -
The No. 1 IBD added a practice with $520 million in client assets from rival Cambridge before walking back a new policy that has resulted in departures.
October 23 -
LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.
October 17 -
“High-touch” support, technology and firm culture played a part in career changes for seven advisors.
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