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Robert Russo says the Independent Advisor Alliance has recruited nearly three dozen IFP reps, and other large enterprises have also made inroads.
August 28
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The practice has grown rapidly, but it now faces a major decision about its IBD plans following the announcement of Advisor Group’s acquisition.
July 9
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Experts cite a variety of reasons for the industry’s grim jobs forecast for advisors, but the data reveals much more complexity.
July 2
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Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.
June 21
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The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.
June 5
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At least six RIAs have left since the No. 1 IBD announced a change in policies last November.
May 31
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Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.
May 17
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The firm broke off from its OSJ and followed four others of its type in leaving the No. 1 IBD after a change in its RIA rules.
May 15
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In addition to being fired, advisors could also face suspension and fines — all from the carelessness of not carefully reading one simple question.
May 8
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How often should CCOs pay a visit to branch offices?
April 23
