Going independent

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.