Going Independent

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  More Advisors on the Move in 2013: Diamond

  By Joyce Hanson, AdvisorOne  |  February 8, 2013

  Diamond Consultants says this year will be a more robust recruiting year than last, based on conversations with advisors and deals closed in January.

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  Bridging the Generation Gap to Older and Younger Partners’ Benefit

  By Angie Herbers  |  February 7, 2013

  A younger partner can be the key to success for older career changers, including those who are thinking of starting an advisory firm. The benefits to younger partners: the wisdom and knowledge of the older.

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  LPL Beats Q4 Estimates, Outlines Outsourcing Plans

  By Janet Levaux, AdvisorOne  |  February 6, 2013

  LPL Financial said that it was planning to spend $70 million to $75 million through 2014 on outsourcing of back-office and other functions, information technology and related restructuring of its operations.

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  LPL, Country’s Largest IBD, Grapples With Its Own Success

  By Joyce Hanson, AdvisorOne  |  February 1, 2013

  While LPL, which reported earnings Wednesday, may lay off workers in some areas, its tech and research units are hiring as the IBD seeks selective growth.

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  Focus Financial Adds $1B RIA

  By Janet Levaux, AdvisorOne  |  February 1, 2013

  Portfolio Strategy Group joins the partnership with five advisors.

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  Road to Independence Is Particularly Rocky for Minorities

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 30, 2013

  Despite the hurdles minorities face in going independent, it should still be a goal for young planners.

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  7 Predictions for the Advisory Industry: Philip Palaveev

  By John Sullivan, AdvisorOne  |  January 29, 2013

  When Philip Palaveev says he’s going to look into the proverbial crystal ball, he doesn’t waste time.

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  RIA M&A Grew 30% in 2012, With Most Deals Done by Big Firms: Schwab

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  National acquiring firms, like HighTower, Focus Financial and United Capital, remained the dominant buyers, with 25 of the 45 total M&A deals, Schwab reports.

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  What’s Your Advisory Firm Worth? Successful RIAs Reveal Secret of True Value

  By Joyce Hanson, AdvisorOne  |  January 28, 2013

  Six top RIAs from the aRIA Group think tank consider how advisors can grow the value of their business based on variables such as cash flow, organic growth and risk.

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  Commonwealth Grabs Monarch Retirement Group From SII Investments

  By John Sullivan, AdvisorOne  |  January 22, 2013

  The news comes on the heels of Commonwealth’s announcement that Schluchter Investment Advisors had joined the firm.