Independent BDs

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

The IBD's longtime head stepped down as part of a plan to remake the firm.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

The wirehouse advisors joined the firm's independent broker-dealer.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.

At least 270 advisors with $11.1 billion in client assets have left NPH firms since the acquisition.

The practice’s managing director blamed the No. 1 IBD in part for its move to Securities America.

Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.

The practice joined Triad Advisors after at least 25 years with its former IBD.