Why top advisors are crossing the fence and how recent moves reinforce the trend If you’re the kind of advisor who tracks moves, it should

A Growing Shift Toward Independence, Alignment, and Open Architecture Financial advisors are rethinking what they want from their broker-dealer relationship. Across the industry, more advisors

Every week, headlines announce another advisor joining a new broker-dealer. The press releases all sound the same, filled with upbeat quotes about next-generation technology, enhanced

For years, recruiting top advisors has been defined mainly by transition offers. Firms have gone to war with record-breaking deals, sometimes paying 300% to 400%

In a recent article, LPL Financial announced that it had signed commitments from Commonwealth advisors representing nearly 80% of assets under management, the industry took

It’s happened again. Another broker-dealer has decided to exit a channel, leaving advisors to ponder their next move. Stifel Financial recently announced that it will