RIAs

The firm has been looking to its wirehouse competitors for new hires throughout the year.

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.

The move is intended to improve CRM integration and search optimization.

When faced with a regulatory challenge, advisors can’t be afraid to question authorities.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Six major trends to watch next year include M&A and the breakaway broker movement.

It’s the latest losses for the wirehouse, which has suffered from advisor attrition.

Advisors share the individual presents they send investors for the holidays.