LPL Financial

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.

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.

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.

What are the top strategies and priorities of the best of the best in the bank wealth management channel?

AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

The firm has seen a number of planners exit in recent months.

The company's head count has expanded by 43 advisors in the past year.

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.

The largest IBD unveiled a partnership with the U.S. Army Reserve designed to tap ex-servicemembers and reservists through apprenticeships.

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.

Investigators say the barred rep diverted more than $1.8 million of her clients’ money for personal use, including on vacations and houses.

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.

FINRA says the firm did not disclose necessary client issues or hacking attempts.

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.

The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.