Switching Firms
This coverage goes beyond announcements about the latest movement and emphasizes the complexity of switching firms. This approach aims to bring readers the most holistic view of the rapidly changing recruiting landscape, which is being driven by factors like intense industry consolidation.
LPL's Strategic Wealth Channel Lures Billion-Dollar Merrill Team
By Janet LevauxContinuity Private Wealth is the 40th group to join the channel, aimed at HNW teams wanting greater autonomy.
October 17, 2023
Fidelity Rolls Out Indie Hub to Draw Breakaway AdvisorsJust half of advisors say they're knowledgeable about firm types and independence models, survey data shows.
June 05, 2023
Avoid These Mistakes When Going IndependentCaitlin Douglas of Dynasty talks to ThinkAdvisor about navigating the new, "more mature" indie advisor scene.
February 23, 2023
Goodbye, Wirehouses: Why Young Financial Advisors Are Breaking AwayAt Dynasty, these advisors saw a chance to step off the sales treadmill and give fiduciary advice, they tell ThinkAdvisor.