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The No. 29 IBD has unveiled two significant recruiting moves in the past two months.
December 7
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The No. 1 IBD unveiled a $1.1 billion firm that is part of the first incoming wave of NPH’s assets.
December 4
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The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.
November 30
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The IBD's longtime head stepped down as part of a plan to remake the firm.
November 28
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Too many advisors self-sabotage their referral process.
November 17
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At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.
November 16
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Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.
November 9
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CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.
November 8
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The fourth largest IBD added a super OSJ with $650 million in AUM.
November 7
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Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.
November 7
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Woodbury Financial has peeled off more than 80 advisors in the wake of LPL’s giant acquisition.
November 3
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The Chicago-based RIA focuses on Midwest to expand its footprint.
October 27
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The practice opted for USA Financial after Jackson National sold National Planning's assets.
October 26 -
Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.
October 25
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What planners can learn from top performers like Chuck Yeager about becoming the best in their field.
October 23
Savant Capital Management -
The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.
October 20
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The team marks at least the second to opt for a smaller IBD over the nation’s largest.
October 19
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IHT Wealth Management now has $2.4 billion in client assets.
October 19
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The move marks the latest in a frenzied period one recruiter describes as “a feast.”
October 19 -
The number of transactions is expected to increase over 20% from 2016.
October 17
