Going Independent

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  Challenges of a Growing Practice: Managing Portfolios

  By Mike Patton  |  April 29, 2013

  Whether you outsource money management or not, at least segment your client base.

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  LPL Q1 Earnings Rise on Strong Hybrid-RIA, Other Growth

  By Janet Levaux, AdvisorOne  |  April 25, 2013

  Net new assets across its different platforms hit $3 billion in early 2013.

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  Shh! Virtual Recruitment Market Lets Advisors Shop Anonymously for New Firms

  By Joyce Hanson, AdvisorOne  |  April 25, 2013

  Companies that have signed on to the Advisor Center include Cetera Advisors, Commonwealth Financial Network, LPL Financial, Pershing Advisor Solutions and TD Ameritrade Institutional.

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  Raymond James IBD Kicks Off Big Texas Confab

  By Janet Levaux, AdvisorOne  |  April 22, 2013

  “Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.

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  Recruiting Roundup: Baird Grabs Wells FAs, UBS Branch Manager; Royal Adds 2 Indie Groups

  By Janet Levaux, AdvisorOne  |  April 9, 2013

  The new Baird group has about $770 million in client assets, and the new Royal Alliance-affiliated reps have more than $400 million.

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  Going Indie? Afraid of Losing Clients? Don’t Be

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Despite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.

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  5 IBDs That Changed the Game

  By Jonathan Henschen  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.

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  HighTower, UBS Veteran Join in New York Partnership

  By Joyce Hanson, AdvisorOne  |  March 25, 2013

  MK Wealth Management’s principal, Mark Kravietz, is a longtime veteran of the financial services sector, most recently at UBS Financial Services.

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  TD Ameritrade Grabs Ex-LPL Recruiter

  By Janet Levaux, AdvisorOne  |  March 19, 2013

  Scott Collins will lead recruiting of hybrid and fee-only RIAs. Meanwhile, Wells Fargo says it has added 27 advisors this year, and Morgan Stanley brings in three from UBS.

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  RIAs Overwhelmingly Optimistic for 2013 Growth

  By John Sullivan, AdvisorOne  |  March 11, 2013

  Forget the Dow. The greatest measure of growth might come from advisors themselves.