This year, J.D. Power measured advisor satisfaction at both the employee and independent firms.

The recipients of loans included Aspiriant and Riskalyze, who were two of the more than 660,000 businesses that received loans of $150,000 or greater, according to Treasury Department data.

CenterPoint Wealth Advisors' partners liked the fact that LPL doesn't sell proprietary products or investment banking products.

The Oregon Community Credit Union team, which oversees $340 million in client assets, has affiliated with Priority Financial Group, a Phoenix-based hybrid RIA and super OSJ of Securities America.

John Pierce, who was placed on garden leave at Stifel earlier this year, takes over as head of business development at Cetera.

John Peluso, head of First Clearing, the Wells-owned custody platform for fully independent RIAs, told WealthManagement.com that the new channel counts 13 ex-Wells teams and has started to look externally.

Nearly 40% of LPL’s training program participants have been children of advisors, so the IBD is evolving the offering accordingly.

LPL program highlights the need for continuity planning in wake of an advisor's death. 'Whether on this side of the grave or the other, we never want to leave our clients floundering.'

As we start to emerge from the COVID-19 crisis, there remain five key reasons why this is still a good time for those considering change.

Wisconsin-based Summit Street Wealth Management was partly attracted to LPL because of President and CEO Dan Arnold’s history in the bank channel.