Business development

"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.

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.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.

Assume everything you say is on the record, and don’t overshare.

The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.

The newly merged practice became the seventh largest at the No. 18 IBD.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

After acquiring four firms’ assets, the industry giant still faces big challenges ahead.