Going independent

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

New COO is pitching firm’s name, platform — and capital.

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.

The team, which already has $3.5 billion in AUA, will service bond requests of any type from Arkadios Capital’s advisors.

The practice transitioned in a week in which 15 advisors joined their new firm in three separate moves.

The former J.P. Morgan Securities team includes an industry veteran with 33 years experience.

Martin Rice and his partner Beau Barrett joined a network launched by Rice’s old training partner, Jim Dickson.

While the No. 1 IBD has retained a significant portion of the hybrid RIA’s advisors, its founder says the firm has major outside recruiting opportunities.

Gratz Park Private Wealth will offer internships and shadow programs to college women interested in business.

The advisors include the father, mother, daughter and son.

Advisor Gary Hirschberg already has plans to expand his young firm.

Dynasty, Raymond James and Stifel are among the biggest beneficiaries of recent advisor moves.

Each of the team’s members had 15 years or more experience working at the wirehouse.

The partners opened their RIA under consultation with a firm founded by former HighTower executives last year.

The founding partners spent a combined 54 years with the No. 6 IBD before launching the fee-only firm.

Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.

Raymond James, Janney, Ameriprise and Stifel are all racking up impressive hires from the wirehouses.

The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.

A 34-year old broker with high-net-worth tax specialty signs with Dynasty.

Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.