Raymond James Helps $1.1M Merrill Team Go Indie
Baird adds a branch manager from RBC, and the Retirement Benefits Group welcomes an ex-LPL Financial advisor.
John Lindsey: How Edward Jones ‘Brutalizes’ Breakaway Brokers
When John Lindsey broke away in 2012, Edward Jones sued for $5 million. But Lindsey fought back and is helping other brokers do the same.
Distrust of Big Banks Driving Clients to Indies: Cerulli
"Breakaway brokers" are one reason that RIAs will hold 26% of retail client assets by the end of 2016. But there's more to the story.
Raymond James Grabs $4.2M Advisors; Morgan Stanley Adds $4.5M Teams
Focus Financial and Advisor Center also share the names of independent advisors they've helped switch affiliation.
How Social Media Helps Advisors ‘Seal the Deal’ With Clients
"Goofy pictures" and news on Barbie are just some ways advisors have boosted results using Facebook, LinkedIn and Twitter.
Securities America Hybrid RIA Platform Adds Sales Director
Hybrid-advisor platform Arbor Point names Jeffrey Schmaltz a sales director; a former Edward Jones rep discusses how to navigate the tough road to independence.
AdvisorHUB’s Impact on Breakaway Broker Trends
The AdvisorHUB wirehouse comp app could be a real disruptor in the broker-dealer recruiting wars.
What’s More Lucrative: Wirehouse Package or Selling Your RIA?
Data from AdvisorHUB suggests wirehouse recruiting deals might well unlock more value than selling an RIA firm.
Focus Draws $1B UBS Breakaway Team
Raymond James tweets its recruiting news, as Morgan Stanley and UBS share their latest advisor deals.
Convergent Nabs Goldman Advisor; Aims to Double Its Assets
Boutique firm’s newest executive, Charles Winn, plans to help the group add clients and partners nationwide from a variety of backgrounds.