Advisor Channels

Succession Lending will now be known as SkyView Partners and expand into mergers and acquisitions deal structure.

The ability to act in clients’ best interests without limitation is one of the main reasons for the ever-increasing growth of the independent space.

The lines between stockbrokers and RIAs are beginning to blur.

North Dakota-based Alerus Financial is dropping its broker/dealer to join Infinex. Meanwhile, several small bank programs decamp for LPL.

The addition is part of the Ladenburg subsidiary’s plan to recruit and support tax-focused advisors.  

It’s the next step toward the firm’s separation from LPL Financial.

The independent financial advice channel has grown considerably over the past decade and "if you believe that is a trend, and not a fad, why would we not be doing this?" an executive said.