Going independent

The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

The $230 million team — comprised of two former NHL players — moved over from the firm’s employee brokerage unit.

The pickup adds to the platform service provider’s hot streak.

The list includes the biggest wirehouse breakaway team in the past five years.

Here are the top five areas of design to consider when developing a new brand and core message.

The new recruits signed on with the firm’s independent and employee broker-dealer units.

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Independent Financial Partners aspires to be a “very, very small agent for change.”

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

The slowing is part of an overall industry slowdown that experts don’t think will last.

Startup or low-AUM firms have options outside of the big four.

The updated site will include more listings as well as opportunities for career coaching.

A CFP and former NDSU Bison aims to build a planning-based business from the ground up under the IBD’s model.

The advisors joined a former colleague at Steward Partners, an independent firm affiliated with Raymond James.

The advisor trio joined the firm after its best recruiting year ever.

Which full-service broker-dealer treats its advisors the best? Which is the worst? And when should planners shun wirehouses to strike out on their own? Career consultant to financial planners Rick Rummage lays out the options.

Succession planning, reputation and technology proved to be important in the decision-making process for these advisors.

After half a century, Christopher Sargent is making his first career change.

“We got to the point where we wanted a pure fiduciary relationship with clients,” Perry Mattern says.