Advisors are on the move this week, as no fewer than three teams announced they're switching platforms

Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.

Modern Wealth has completed its 4th acquisition since establishing anchor offices just weeks after a PE-backed April launch

More than 7,000 advisor firms, 3.6 million client accounts and $1.3 trillion in assets were moved overall.

The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.

Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.

RIAs and consultants discuss the opportunities and obstacles advisors face when breaking away from the wirehouses and what buyers are looking for.