Indie Advisor Indie Advisors Practices and Business en Increased Competition, DOL Can't Shake Advisor Optimism <div class="node-body blog-body">According to Schwab's latest Independent Advisor Outlook Study, most advisors remain optimistic for growth despite increased challenges. </div> <p><a href="" target="_blank">read more</a></p> Industry RIAs Indie Advisor Thu, 16 Jun 2016 19:41:00 +0000 1211541 at LPL Adds $305 Million AUM Firm <div class="node-body blog-body">Paradigm Wealth Management, a firm known for a significant client base of professional athletes, is joining LPL's hybrid RIA platform. </div> <p><a href="" target="_blank">read more</a></p> Industry Indie Advisor Tue, 03 May 2016 20:45:00 +0000 1174371 at RIAs Poised to Remain Most Active Buyers in M&A Deals <div class="node-body blog-body">Registered investment advisory firms were the most active buyers of other firms in 2015, a trend Schwab, which tracks M&A deals, expects to continue. </div> <p><a href="" target="_blank">read more</a></p> RIAs Blogs Indie Advisor Tue, 22 Mar 2016 15:30:00 +0000 1139691 at Summit Trails Adds $1 Billion Team From Barclays <div class="node-body blog-body">The move to the Dynasty-backed firm is the latest in a host of advisors leaving Barclays after it announced plans to sell its U.S wealth management division to Stifel.</div> <p><a href="" target="_blank">read more</a></p> Industry Indie Advisor Wed, 14 Oct 2015 16:45:00 +0000 1013961 at TD Ameritrade Rings in #FiduciaryFriday <div class="node-body blog-body">TD Ameritrade celebrated the 75th anniversary of the Investment Advisers Act of 1940 by ringing in the opening bell at the New York Stock Exchange on Friday.</div> <p><a href="" target="_blank">read more</a></p> RIAs Blogs Regulation & Compliance Indie Advisor Fri, 28 Aug 2015 15:02:00 +0000 979051 at Veteran Wells Fargo Advisor Joins LPL Hybrid RIA <div class="node-body blog-body">Michael Palace, a 25-year industry veteran, is leaving Wells Fargo Advisors for an LPL hybrid RIA. </div> <p><a href="" target="_blank">read more</a></p> People RIAs Indie Advisor Tue, 11 Aug 2015 05:58:00 +0000 964251 at Indie Advisors Say DOL Fiduciary Has Minimal Impact <div class="node-body blog-body">Almost two thirds of independent advisors say they&rsquo;re not changing their documentation processes in anticipation of the proposed rule&rsquo;s implementation, according to a recent flash poll conducted by AdvisoryWorld.</div> <p><a href="" target="_blank">read more</a></p> RIAs Blogs Regulation & Compliance Indie Advisor Thu, 30 Jul 2015 17:25:00 +0000 955491 at Technology a Top Priority For RIA Growth <div class="node-body blog-body">Advisors are optimistic about the industry and are making technology a top priority to grow their businesses, according to a new study released by Schwab. </div> <p><a href="" target="_blank">read more</a></p> Industry Technology Blogs Indie Advisor Thu, 25 Jun 2015 20:25:00 +0000 930981 at Savant Capital Picks Up Chicago-Area RIA <div class="node-body blog-body"><p>Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of <a href="">Orion Capital Management</a>.</p> <p>Winnetka, Ill.-based Orion is a fee-only independent registered investment advisor with six employees and $150 million in assets under management. The move to join Savant was a good growth opportunity for Orion, the firm&rsquo;s president and founder James W. Kyle Sr. said in a statement Thursday.</p></div> <p><a href="" target="_blank">read more</a></p> RIAs Blogs Indie Advisor Thu, 21 May 2015 20:00:00 +0000 901911 at Envestnet Launches 'Advisor Now' To Help Advisors Embrace Robo Technology <div class="node-body blog-body">Envestnet is hoping its Advisor Now platform will help advisors embrace robo-technology and strengthen the digital connection with clients. </div> <p><a href="" target="_blank">read more</a></p> Technology Indie Advisor Thu, 07 May 2015 19:27:00 +0000 878841 at