Latest updates for Independent Advisors

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

Recent items include:

  • Most ex-Commonwealth advisors don't go RIA. These did with Merit
  • How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus
  • Fidelis Capital on Breaking Away to a 'Different Path'

Post angles to try

Share the most useful takeaway for your audience.
Turn one article into a quick practical checklist.
Ask your audience how this shift affects their work.
Turn angles into scheduled posts

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 /3 weeks ago

Most ex-Commonwealth advisors don't go RIA. These did with Merit

An industry recruiter said departing Commonwealth teams tend to stick with brokerages because their objections are less to IBDs and more to LPL. Generous transition deals also help...

Read source
wealthmanagement.com /2 weeks ago

How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus

Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown adv...

Read source
wealthmanagement.com /1 month ago

Fidelis Capital on Breaking Away to a 'Different Path'

The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.

Read source
insurancebusinessmag.com /2 weeks ago

The consultant who chose ethics over commission

Talia Carbah left a commission-driven role to join a firm that adopted a fiduciary standard long before regulators considered requiring it

Read source
financial-planning.com /1 month ago

Why a $1.5B wirehouse team considered independence but jumped to Merrill

Although many advisors choose to leave Wall Street mainstays in favor of firms offering greater independence, some find they're still most at home at another wirehouse. Just ask To...

Read source
wealthmanagement.com /1 month ago

The Diamond Podcast for Financial Advisors: Which Independent Model Is Right for Financial Advisors?

A discussion unpacking today’s IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best supports the business you want to b...

Read source
wealthprofessional.ca /1 month ago

Americans trust financial advisors most so why is there an engagement gap?

New Edward Jones report reveals that internet research tops financial guidance, despite high level of confidence in professionals

Read source
wealthprofessional.ca /1 month ago

Advisor incorporation “should have been the case all along” says CEO

Despite levelling the playing field between formerly MFDA and IIROC registered advisors, Colin White cautions against seeing incorporation as a silver bullet

Read source
wealthprofessional.ca /1 month ago

Advisors cut retiree regrets in half, but just one in four Americans use one

New TIAA Institute research finds professional guidance narrows the gap between retirement dreams and reality

Read source
wealthmanagement.com /5 days ago

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

Read source
wealthprofessional.ca /4 weeks ago

Advisors want more alternatives but scaling up is the hard part

A new iCapital survey of 870 advisors finds surging allocation intent but growing operational and compliance barriers to delivering alts at scale

Read source
wealthmanagement.com /2 weeks ago

The Diamond Podcast for Financial Advisors: Building Around the Advisor Experience with Shannon Spotswood

RFG Advisory's Shannon Spotswood explains why growth without compromise starts with choosing the right partner.

Read source
financial-planning.com /2 weeks ago

IBD Elite 2026: The 15 largest independent brokerages in wealth management

Over the past decade, the annual revenue gap between LPL and any other independent brokerage has soared to more than 100% from less than 1%. But that doesn't mean that the No. 1 fi...

Read source
financial-planning.com /1 month ago

How advisors can act as hubs for clients' lawyers, accountants

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

Read source
wealthprofessional.ca /1 month ago

Why advisors really leave — and what firms keep getting wrong about recruitment

Croesus's Sanjay Kulkarni on the real triggers behind advisor movement, and why compensation is rarely the deciding factor

Read source
wealthprofessional.ca /1 month ago

Wealth Professional reveals its 5-Star Advisory Teams for 2026

Nominated by investors, 35 teams are named in the list

Read source
financial-planning.com /1 week ago

IBD Elite 2026: The firms with the largest percentage of women advisors

More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those tha...

Read source
wealthmanagement.com /2 weeks ago

Twelve Reminders for Clients with DAF Accounts

Advisors are uniquely situated to have these discussions.

Read source
wealthmanagement.com /1 month ago

A Lingua Franca for Advisors on AI

As agentic platforms proliferate, advisors need to scrutinize vendor integrations, pricing stability, financial backing and certification standards before committing.

Read source
financial-planning.com /5 days ago

RIA referrals, tech and service: How TradePMR by Robinhood pitches advisors

One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a gr...

Read source
wealthprofessional.ca /1 month ago

Canadians increasingly value brokers for advice, not just competitive rates

Research shows first-time buyers rank guidance alongside rate access when choosing a mortgage

Read source
wealthmanagement.com /4 days ago

UBS Recruits 3 Advisor Teams of Combined $2.6B in Client Assets

The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America.

Read source
wealthprofessional.ca /1 month ago

Advisory firm dealmaking in the US shatters records

Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs

Read source
wealthmanagement.com /1 month ago

People Moves: RIA Fidelis Capital Adds Bank of America Equity Strategist as Partner

Also, UBS opens a Dallas Hub, AlTi Tiedemann hires an advisor to lead its Miami office, and Arch’s Anvil adds a consultant with RIA compliance and COO experience.

Read source

Turn fresh research into a full content calendar

Use SocialBu to discover ideas, generate post drafts, and schedule them across your social channels.

Start creating posts

Sources covering Independent Advisors

wealthprofessional.ca

Recent coverage from public sources
Public source

financial-planning.com

Recent coverage from public sources
Public source

insurancebusinessmag.com

Recent coverage from public sources
Public source

wealthmanagement.com

Recent coverage from public sources
Public source

Related searches

Wealth management Recruiting Industry News Advisor Moves IBD Elite IBD Elite 2026 LPL Financial Osaic Practice and client management Referrals Ameriprise Career advancement

Recent searches

Artificial Intelligence Machine Learning Data Science Data Engineering Business Intelligence Web Development Software Development Software Testing Programming JavaScript DevOps Cyber Security Product Management Project Management Design UX UX Research Graphic Design Video Production Video Editing