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The benefits of going independent are alluring, but wirehouse advisers can't afford to discount the formidable challenges ahead.
March 31
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The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
March 28
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The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1
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The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.
February 7
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The RIA aggregator added its 43rd partner.
January 11
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“Q3 2016 is the eighth successive quarter of 30 or more transactions,” says David DeVoe, managing partner at DeVoe & Co.
October 25
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Founded by former wirehouse advisers, XML Financial is the seventh firm to join the IPO-bound RIA aggregator this year.
October 5
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Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year.
August 3
