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.