Going Independent

• 

  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.

• 

  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.

• 

  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 2

  By Michael E. Kitces  |  March 8, 2013

  Ideally, comprehensive financial planning services for today's young professionals should be implemented with a more clearly defined niche.

• 

  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 1

  By Michael E. Kitces  |  March 5, 2013

  A planner for the price of gym and cable, and two other ways to tap this underserved market.

• 

  Are Your Investments Tax-Efficient?

  By John Sullivan, AdvisorOne  |  March 1, 2013

  Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.

• 

  Morgan Stanley Vet Scouts HighTower FA, Joins His Firm Instead

  By John Sullivan, AdvisorOne  |  February 28, 2013

  HighTower announced Wednesday that it had added former Morgan Stanley senior vice president and branch manager Thomas New to Kelly Wealth Management in Baltimore.

• 

  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

• 

  Is Financial Planning Becoming Commoditized? Pt. 2, the Outlook

  By Michael E. Kitces  |  February 15, 2013

  The pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.

• 

  Financial Planning and Commoditization, Pt.1: Defining Terms

  By Michael E. Kitces  |  February 14, 2013

  Financial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.

• 

  FINRA Up to Its Old Tricks With SRO Strategy Shift

  By Bob Clark, AdvisorOne  |  February 12, 2013

  FINRA's apparent strategic shift over an SRO for advisors to the Senate is the latest in a series of moves it's made over the decades to protect the brokerage model.