Independent BDs

An analyst expects “solid” recruiting figures for the fourth quarter after the No. 1 IBD added the five-advisor group plus an ex-Raymond James bank program.

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

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

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.

The growing number of commission-free planners at IBDs doesn't necessarily fit the industry’s accepted definition, or its traditional categories.

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 LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.