A prominent advisor and the founder of an RIA operations network partnered to create a technology guidebook for firms changing hands.

It’s the next step toward the firm’s separation from LPL Financial.

While the IBD currently provides a way for advisors to drop their brokerage license, the firm is considering a new and improved model for fee-only RIAs.

The redesign is intended to bring clarity to the relationship between Carson Coaching, Carson Partners and Carson Wealth.

For the first time in a long while, advisors are singing the praises of the nation’s largest independent broker/dealer.

Bank of America is broadening eligibility for commission-free trades on stocks and exchange-traded funds to more than 5.25 million clients who are enrolled in its Preferred Rewards program.

David Frame will become chief of U.S. Wealth Management for JPMorgan Chase.

The independent financial advice channel has grown considerably over the past decade and "if you believe that is a trend, and not a fad, why would we not be doing this?" an executive said.

The organization also added new independent advisors to replace two leaving.