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Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
Caleb Fackrell repeatedly called his behavior “insane” in his testimony, according to transcripts obtained by Financial Planning.
December 22 -
The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.
December 21 -
The bank chose to integrate its program after its acquisition of 18 New York-based branches of First Niagara Bank last year.
December 19 -
The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.
December 18 -
LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.
December 18 -
Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.
December 15 -
The IBD network says it has added 583 advisors so far this year.
December 14 -
Roughly 300 ex-NPH advisors have chosen smaller IBDs over LPL Financial after its massive acquisition.
December 13 -
Team of 9 advisors is latest to depart amid transition to LPL.
December 12 -
Meet the best of the best in the bank channel. Read about how they approach their jobs, how they serve clients and how they made the list.
December 6 -
Here we conclude with the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.
December 6 -
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.
December 6 -
Here is the second segment of the Top 100 Bank Advisors. Check out the top 25, as well as those who ranked 51-100, in separate slideshows.
December 6 -
A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.
December 6 -
The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.
December 4 -
The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.
November 30 -
Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.
November 27 -
At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.
November 16 -
At least 270 advisors with $11.1 billion in client assets have left NPH firms since the acquisition.
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