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Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to...
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...
A FTSE Russell survey shows 77% of affluent investors use financial advisors for alternative investments, yet 30% haven't discussed these options.
Financial advisors considering a career move may not need a recruiter, but the right one can open doors to more firms, negotiate compensation and help manage the transition.
The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.
Over 39,000 advisors changed firms in 2025, close to a decade high, with RIA and IBD channels seeing the strongest net gains, according to tracking by ISS MI.
Wealth Professional names 39 standout advisors shaping the future of client-first financial advice
Three advisors who had been with Focus Financial have chosen Mariner’s independent channel to launch their Aliso Viejo, Calif.-based RIA.
Altruist Advisors, which will launch broadly in the fall, will provide the compliance, custody and operational infrastructure needed to build an independent practice.
Two advisors weigh in on their approaches to alternatives, tax & estate planning and how those have set them apart
Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.
City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.
As advisors shrink in number and have become more dependent on model portfolios, the case for going direct to retail has grown.
More investors expected to get full advice by 2027 as firms race to keep pace with digital rivals
More investors expected to get full advice by 2027 as firms race to keep pace with digital rivals
Spotlighting the best financial advisors in Canada who prove that tech cannot replace their high-level skills and emphasize why the human connection remains critical
The onboarded network includes Independent Financial Advisors, Registered Investment Advisors, Mutual Fund Distributors and Chartered Accountants
The onboarded network includes Independent Financial Advisors, Registered Investment Advisors, Mutual Fund Distributors and Chartered Accountants
Lido Advisors launched a broker/dealer option as it continues to recruit advisors, though it will remain focused on being a fee-only RIA, according to a regulatory filing and execu...
Three pieces of real-world hindsight from advisors “who’ve been there and done that.”
Rising wealth and life complexity push self-directed investors toward professional guidance, but are advisors missing out on a key shift?
The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.
Under the new program, advisors in the U.S. Armed Forces will choose a qualified continuity partner or LPL to service their clients while they’re deployed.
The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.
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