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The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.
June 3
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The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.
May 23
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CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.
May 22
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The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.
May 14
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The California firm, backed by Wealth partners, moves into the Pacific Northwest.
May 14
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The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.
May 10
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The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.
May 8
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The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.
April 10
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An upcoming integration with AdvicePay marks the first step in a series of changes to recruiting and service at KMS under Erinn Ford.
April 9
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Ladenburg Thalmann’s largest IBD also says it recruited more than 300 advisors with $2 billion in AUM in 2018.
March 21
