Business development

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

New KMS Financial Services CEO Erinn Ford’s team has attracted 28 advisors in 2019.

The ensemble and enterprise pickups came after the No. 4 IBD added 70 advisors in the first nine months of the year.

The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.

Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.

CEO Dan Arnold described the firm's multipronged strategy for further growth.

CEO Jim Cracchiolo says the firm is focused on “holistic advice rather than a free trade” after wealth management client assets reached a new high.

Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.

Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Triad Hybrid Solutions has added 31 advisors and $1.3 billion in AUM since the beginning of last year.

CEO James Poer seeks a different approach from rivals under the IBD’s new ownership.

The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.

The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.

The aggregator’s $300 billion-plus institutional retirement business is an advantage in a competitive market.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

President Adam Antoniades cites record expansion for the year, but the IBD network faces challenges related to recruiting and debt levels.

Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.