Advisors and clients can now track the performance of companies moving away from the “toxic and dangerous ways” of the past, according to the founders.

As independent wealth managers pitch potential recruits on their scale, the IBD network built tools and hired “growth officers” to work with practices.

Hundreds more financial advisors have flocked to the wealth manager this year, driving new highs in headcount, client assets and several other metrics.

CEO Ron Kruszewski predicted its independent arm will grow the way the employee brokerage has since the firm hired its first financial advisor in 1997.

The wealth manager’s financial advisor headcount is rising, along with the productivity of their practices.

One firm made three small changes that could appeal to brokers, while the other company’s overhaul will make it more closely resemble its competitors’ setups.

The public record designed to give clients a means of researching their advisor has no mention of some allegations, such as those against Eileen Cure.

Seven former Wells Fargo Private Bank planners left to join a firm seeking to expand where they say large banks and brokerages have pulled back.

A quartet of advisors with $400 million in assets chose the independent firm out of many suitors.

Giant wealth managers and megabanks have a long way to go if they’re truly going to set a new course for the industry’s relationship to a historically excluded group.