Independent BDs

27 firms have signed on to the standard, but state regulators and industry groups are pushing for more.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

"This is a window for these regional firms to really explode," says Rob Blevins, a recruiter in Dublin, Ohio.

The case marks the second one this month involving the newly acquired IBD.

The practice left its BD less than a year after John Hancock acquired Transamerica Financial Advisors.

The husband-and-wife team say their new employer reminded them of their first firm, Smith Barney.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

The regional firm's new hires joined from FSC Securities, Morgan Stanley and Wells Fargo.

An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.