The network for financial advisors
The network for financial advisors
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Business development
LPL not standing pat amid rival firms’ M&A deals, CEO says
Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.
Cetera’s majority stake sale to Genstar gives 7,700 advisors a new PE partner
The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.
TD Ameritrade offers $100K for RIA tech ideas
The new competition asks innovators to take client experience to the next level.
LPL loses $142M team but adds $170M firm amid mixed recruiting results
Kestra grabbed a practice from the No. 1 IBD, but it gained another one while preparing for a top executive’s departure.
$1.3B hybrid RIA to exit LPL in bid for growth under TD Ameritrade, PCS
The practice has spent 22 years with the No. 1 IBD, but it will be at least the eighth practice of its type to leave amid changes to the firm’s policies.
$415M Wells Fargo team bolts for LPL amid Broker Protocol uncertainty
The No. 1 independent broker-dealer has grown beyond the wirehouses, but it added about 100 fewer advisors than expected from its major acquisition.
LPL’s Bill Morrissey to step down as firm taps replacement from UBS
The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
Voices
Why I ditched my bogus 5-year business plan
Carolyn McClanahan
Director of Planning
Life Planning Partners
Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.
John Hancock to sell Signator to Advisor Group in latest insurance pullback
Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.
Wielding its size advantage, LPL grabs $330M team from Lincoln
The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.
See more Business development
