Latest updates for Independent Bds

Fresh curated links around Independent BDs are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • An industry maverick's latest plan to draw advisors from the giants
  • $3B Former Wells Fargo FiNet Team Launches Own RIA
  • RIAs, IBDs gobbling up advisors face a new challenge

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Fresh articles and ideas

Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

financial-planning.com /1 month ago

An industry maverick's latest plan to draw advisors from the giants

Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financi...

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wealthmanagement.com /1 month ago

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

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financial-planning.com /1 month ago

RIAs, IBDs gobbling up advisors face a new challenge

The report by ISS Market Intelligence displays both a large uptick in moves by financial advisors and other reps last year and trends over the past decade or more.

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wealthmanagement.com /1 week ago

Integrated Partners on Building a ‘Forever Company’

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

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wealthmanagement.com /4 weeks ago

LPL Recruits $1.5B Dallas Team From MassMutual

The eight-person practice from MassMutual cited the independent broker/dealer's operational support as a key factor.

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wealthprofessional.ca /3 weeks ago

Independent firm secures C$1.775 billion Berkshire Partners deal

Independent advisory firm gains a new private equity backer as Canada's wealth management consolidation accelerates

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wealthmanagement.com /1 month ago

FINRA Snapshot Shows Large Broker/Dealers Grew Market Share in 2025

FINRA shows that industry consolidation led to fewer firms despite more registered representatives in 2025, and that dual registration for broker/dealer and fee-based investment ad...

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newswire.com /3 weeks ago

Every Broker-Dealer Tracks Completion, But Almost Nobody Tracks Readiness

A.D. Banker offers a defined Series licensing path by adding Series 52 and Series 24 exam preparation; creating a single, FINRA- and MSRB-aligned platform covering first exam to pr...

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wealthmanagement.com /1 month ago

Wells Fargo Advisors Breakaway to Launch RIA, Asset Manager With Dynasty

The new Dynasty platform RIA includes N10° Wealth and N10° Assets, with plans to list an ETF on the New York Stock Exchange later this year.

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wealthmanagement.com /3 weeks ago

RIA Edge Podcast: Behind the Largest Wirehouse Breakaway with OpenArc’s Jim Kaufman

OpenArc's Jim Kaufman discusses what led the firm to transition nearly 130 associates and 70 advisors from Merrill to an independent firm.

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financial-planning.com /6 days ago

How Wells Fargo keeps advisors by letting them go independent

As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margi...

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housingwire.com /3 weeks ago

Side CEO argues independent brokerages can thrive amid real estate consolidation

Side says over 80% of partner firms made RealTrends Verified in 2026, up from 72% in 2025 and about 51% in 2024.

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wealthmanagement.com /1 month ago

Tanglewood Total Wealth Management: Doubling Down on Internal Ownership

The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.

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wealthmanagement.com /1 month ago

Robinhood, TradePMR Launch RIA Referral Program

Robinhood and TradePMR’s RIA referral program is live for a select group of advisors and clients; separately, executives said TradePMR will keep Wells Fargo as a custody and cleari...

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wealthmanagement.com /2 weeks ago

Three Focus Financial RIAs Merge to Form $10B Firm

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

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wealthmanagement.com /1 month ago

$3.5B UBS Team Breaks to RIA Space with San Francisco-Based Beacon Coast

UBS alumni Michael Evans and David Jasper are targeting UHNW clients as they navigate a liquidity event from a small business.

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wealthmanagement.com /3 weeks ago

The Diamond Podcast for Financial Advisors: From “Overservicing” Clients to Building a $1B RIA

Michael Smith, Managing Partner and Founder at Emerald Advisors, shares how a client-first philosophy, niche specialization and independence helped his firm grow from $385 million...

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newswire.com /5 days ago

Bankers Edge Advisory Launches Buy-Side M&A Practice for Lower Middle Market Platform Builders

A single advisor across deal origination, platform creation, capital formation, and transaction execution - built for private equity firms, family offices, independent sponsors, an...

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newswire.com /2 days ago

Bankers Edge Advisory Launches Buy-Side M&A Practice for Lower Middle Market Platform Builders

A single advisor across deal origination, platform creation, capital formation, and transaction execution - built for private equity firms, family offices, independent sponsors, an...

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wealthmanagement.com /1 week ago

Morgan Stanley Aims to Integrate Investment Management, Equity Strategies for RIAs

Morgan Stanley is winning new business from RIAs since launching its cross-division initiative, which pairs investment management with equity strategies.

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wealthprofessional.ca /6 days ago

CIRO proposes framework for advisor incorporation

Proposed rule changes would end a long-standing gap in compensation structure between mutual fund and investment dealer advisors across Canada

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wealthprofessional.ca /2 weeks ago

TD Securities and Luma team up to streamline structured products for Canadian advisors

TD Securities to give investment professionals a single hub for lifecycle management across all issuers

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wealthmanagement.com /1 week ago

Hightower Signature Adds Trio of Practices with $5B

Hightower’s branded W-2 channel expands its footprint to $35 billion across 40 locations.

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wealthmanagement.com /1 week ago

$6B Commonwealth Team Forms Hybrid RIA

A team of Commonwealth advisors has launched a hybrid RIA, Bartholomew & Company, while keeping custodial and broker/dealer ties with LPL Financial.

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Sources covering Independent Bds

wealthprofessional.ca

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financial-planning.com

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housingwire.com

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newswire.com

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wealthmanagement.com

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