Annual survey reveals highest and lowest scoring firms, while one advisor questions work ethic of some peers.
Desire for more independence, time with clients lead Indiana team to switch from Cetera.
The four advisors control $400 million in client assets and their Elkhorn-based firm is called Omnia Wealth Group.
Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.
While the giant network of 11,000 brokers and advisors has announced its new name, the process of rolling its eight firms into one will take up to two years.
Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.
Andrew Komarow was featured in InvestmentNews in May 2021 for his focus on understanding special-needs financial planning.
Regardless, plenty of questions remain about the future of the long-time Cetera executive.
Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
Kalbaugh will work with the fast-growing wealth management firm's executive leadership on strategic planning.
Foundations Financial Partners in Doylestown, Pennsylvania, had been affiliated with Securian for 32 years.
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
As independent broker-dealers’ shift toward fee revenue continued last year, here are the firms that earned the most in fees.
Todd Rosel and Larry D. Smith oversee $310 million in assets and are combining their practices to form a new firm, Integrity Wealth Advisor Group.
Pittsburgh-based Clearview Federal Credit Unit has 117,000 members with more than $1.8 billion in assets.
Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.
At the end of April, The Retirement Planning Group had 14 advisors and 40 employees.
The independent broker-dealer is developing different channel strategies as part of its rebranding, and RIAs are a big part of that.
Miami-based Eva Marina Ovejero has more than two decades of experience.
Amy Lawrence is launching Gorilla Investments Co. in Miami.
