Independent advisors

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

With competition heating up, the IBD is offering advisors better technology and higher pay.

Securities Service Network is pitching advisors on its tax offerings, access to management and parent-firm resources.

New financial planning software tool aims to meet the needs of clients with $25 million and up.

Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.

Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

In a sweep of changes, the custodian is embracing an open architecture technology platform.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.

The restructuring comes as a competitor enters wealth management data aggregation.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.