Independent BDs

A directive on ETFs took the advisor by surprise after several years with the No. 29 IBD, he says.

The Chicago-based community bank is the second bank this year to move its business from Invest Financial.

The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.

The newly merged practice became the seventh largest at the No. 18 IBD.

Pinnacle Investments tapped Ami Forte despite her ongoing legal struggles with her former firm and Home Shopping Network founder Roy Speer’s estate.

The two advisors generated about $1.5 million in annual revenue, according to the No. 3 IBD.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

ACG Wealth’s affiliated IBD has also added teams from LPL and Merrill Lynch. Its CEO says the firm is just getting started.

The time has come for advisors to reexamine this key business relationship, Nina O’Neal says.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.

The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.

After acquiring four firms’ assets, the industry giant still faces big challenges ahead.

CEO Bob Oros says the firm is focusing on recruiting more experienced advisors, among other changes at the No. 19 IBD.

The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.

Funds managed by Marco “Mick” Hellman sold most of their holdings, while CEO Dan Arnold received options worth $5 million.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.