Going independent

Exiting larger firms can result in unique issues that need to be carefully considered.

It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.

Tradition, trust and Google all factor into the choice.

The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.

The bank is targeting advisors with $100 million or more in assets.

Monthly charges are the area in which there’s the most variation amongst broker-dealers, writes recruiter Mark Elzweig.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

The teams are led by brokers who’ve been featured on Barron’s and Forbes’ advisor rankings.

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.