Going independent

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.