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The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
January 10 -
The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10 -
Tim Buckley has to navigate the perils of passive-investing dominance.
January 4
Bloomberg News -
Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.
January 3 -
The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.
January 3 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.
January 2 -
The firm has been driving its expansion, pulling in talent from its competition.
December 28 -
The pair was drawn to the firm’s “similarly aligned” culture.
December 27 -
Brian Lamb succeeds Mike Michael who was named to the post in May.
December 22 -
As technology reshapes the financial world, conditions should improve in wealth management.
December 22
Emotomy -
The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.
December 21 -
Stifel says the fact that it owns a bank — instead of being owned by one — is a big appeal in recruiting.
December 21 -
H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.
December 20 -
The Landmark Group ditched the large firm for Fieldpoint Private, a boutique firm with 28 advisors.
December 19 -
LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.
December 18 -
Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.
December 15 -
The seven new hires joined both the independent and employee channels.
December 14 -
The IBD network says it has added 583 advisors so far this year.
December 14 -
Roughly 300 ex-NPH advisors have chosen smaller IBDs over LPL Financial after its massive acquisition.
December 13





















