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Business development
NAPFA to grant free memberships to new fee-only CFPs
"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.
Invest team chooses Commonwealth despite wooing by rival CEOs
The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.
Should I respond to media queries?
Ad hoc or structured approaches can both work, but results depend on the amount of effort.
LPL loses board member, pays CEO less than rivals
Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.
Sponsored by Commonwealth Financial Network
Voices
5 big mistakes advisors make with the media
Sally Cates
Director of Public Relations and Communications
Dynasty Financial Partners
Assume everything you say is on the record, and don’t overshare.
$245M Invest practice spurns LPL, joins Kestra
The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.
Voices
Are you taking too much cash out of your RIA?
Brent Brodeski
CEO
Savant Capital Management
If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.
Securian affilates’ merger yields $950M firm amid record M&A
The newly merged practice became the seventh largest at the No. 18 IBD.
Amid bumper crop of smaller M&A deals, IBD practice adds $30M book
Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.
With NPH deal complete, will LPL’s size help or hinder the No. 1 IBD?
After acquiring four firms’ assets, the industry giant still faces big challenges ahead.
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