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.
Ex-LPL, Schwab Recruiter Opens Office to Help Advisors Go Indie
The complexity of options for advisors wanting to go independent requires a new type of service, according to Al McIntee.
HighTower, on a Tear, Picks Up Another Merrill Firm, Adds Partner
New York's LCK Wealth has $320 million in AUM and is third wirehouse team to join HighTower in as many weeks, Michael Parker says.