Going independent

Advisors Daniel Conners and Michael Crawford were looking for new tech and more comprehensive planning offerings for their clients.

This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.

Private Advisor Group is “cautiously optimistic” it could recruit a dozen teams with about $500 million in AUM each this year, an executive says.

Talent appears to be pouring from the wirehouse as more planners exit.

The company has its incentives, but here’s what could be waiting for advisors.

The firm is led by ex-wirehouse executives aiming to recruit large wirehouse teams.

Evan Guido is looking to partner more closely with CPAs.

Six major trends to watch next year include M&A and the breakaway broker movement.

The broker-dealer has also appointed a new northeastern regional director for its independent contractor division.

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

New COO is pitching firm’s name, platform — and capital.

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.

The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.

The former J.P. Morgan Securities team includes an industry veteran with 33 years experience.

Martin Rice and his partner Beau Barrett joined a network launched by Rice’s old training partner, Jim Dickson.

While the No. 1 IBD has retained a significant portion of the hybrid RIA’s advisors, its founder says the firm has major outside recruiting opportunities.

Gratz Park Private Wealth will offer internships and shadow programs to college women interested in business.

The advisors include the father, mother, daughter and son.