Growth strategies

The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

The California firm, backed by Wealth partners, moves into the Pacific Northwest.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.