Independent BDs

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.

The regulator’s annual industry snapshot and financial report offer a nuanced picture of wealth management’s most significant dividing line.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

The giant wealth manager is re-hitting its stride after its best quarterly net gain in advisors in at least two years.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

The move for the company’s primary advisory accounts will cut costs for clients and build its fee-based business, President Elizabeth “Libet” Anderson says.

Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.