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The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.
July 30
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After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.
July 29
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Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.
July 24
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Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.
July 23
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Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.
July 17
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Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.
July 15
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Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.
July 12
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The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.
July 1
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The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.
June 7
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The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4
