In the inaugural episode of the Advisor Innovations podcast, recruiter and consultant Mindy Diamond discusses how the advice industry has changed, why advisors change firms, and how the lines between the traditional business affiliation models are...
The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021.
Amid a proxy battle with an activist investor, advisors who recently left Avantax say service levels suffered and fees rose after parent company Blucora acquired and combined their broker/dealers.
Four former Bank of America Merrill Lynch advisors launched an independent practice via LPL's new Strategic Wealth Services affiliation model.
The mergers, acquisitions and advisor moves you may have missed that were announced the week of April 5–9, 2021.
Aldrich is the latest in a string of high-profile marketing officers in the advisory space to leave their firms over the past few months.
Advisor Mark Mitamura says Integrated Partners will help provide more services to his business-owner clients.
Called Deliverables, AdvicePay's latest advancement is the 'final step' in an all-in-one fee-for-service platform.
The IBD, now called Grove Point Financial, hopes a new brand, tech platform and an IAR-only business model will help ramp up recruiting.
The mergers, acquisitions and advisor moves announced from March 29 to April 2, 2021.