Whatever circumstances may prompt a hybrid advisory firm to consider a transition to a new b/d, there are several key items they must first consider before making a long-term business decision.

Looking out for No. 1 | Copyright Andrew Burton, Getty Images BlackRock is not only the largest asset manager in the world based on assets under management, but it is also the asset management company that most financial professionals want...

Today’s best offices of supervisory jurisdiction deploy professional business consultants, guerrilla marketing and innovative transition strategies to large pools of independent brokers.