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.