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The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1 -
A detailed look at three years' of recruiting data, from biggest AUM to which firm has lost the most advisers.
February 24 -
The recruits left Morgan Stanley and UBS to go with the independent channel at Wells Fargo.
February 24 -
The platform provider added a breakaway RIA to score a victory in its battle with rival HighTower.
February 23 -
It’s the third wirehouse team to move to HighTower's outsourcing service this year.
February 21 -
The planner-turned-RIA owner is an industry veteran of nearly four decades.
February 21 -
The team has formed Samara Capital and joined platform tru Independence.
February 13 -
A look at which wirehouse and regional firms have been the most successful in attracting top recruits – and how things may shape up this year.
February 7 -
The advisers left Wells Fargo and Morgan Stanley to form one team, the second addition in two weeks.
February 1 -
The new recruits joined the firm's independent and employee channels.
January 25 -
One of the new recruits says his group was attracted to the firm's platform and culture.
January 17 -
The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.
January 6 -
The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20 -
Four important things to bear in mind if you are considering joining a network of independent RIAs.
December 15
Focus Independence -
The advisers are the first to obtain startup capital from the firm.
December 7 -
The advisers had about $1.5 million in annual revenues when they were at the wirehouse, according to the regional firm.
December 6 -
If you plan to join another firm or go indie, you’d better reacquaint yourself with this landmark agreement first.
November 3 -
A $2.2 billion Morgan Stanley team's move to independence shows how breakaways use shell companies to take advantage of the legal pact, and why more than 1,500 firms have signed on.
October 18 -
The new recruits are the 10th team to join HighTower this year.
October 18 -
Here’s what advisers need to know for a successful transition.
October 10
Mark Elzweig Co.

















