Added on November 2015 in Join an RIA
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Summary: For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios. Click through to see 60 leading programs listed alphabetically, or click here for a single-page version of the list.
Added on November 2015 in Join an RIA
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Summary: Given how they marry intimacy to scale, perhaps it is no surprise that in recent years, large regional advisory hubs known as offices of supervisory jurisdiction have proven increasingly popular.
Added on November 2015 in Join an RIA
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Summary: The number of large teams breaking away and starting their own independent advisory firms has been rising. Scott Highmark of Mosaic Family Wealth likes to compare this trend to the growth of the craft beer industry. Craft beers, like breakaways, have been around for years but recently, there's been a notable increase in their appeal. Why?
Added on November 2015 in Join an RIA
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Summary: LPL Financial (LPLA), the largest independent broker-dealer in the U.S., announced Monday a college internship program, developed in partnership with Private Advisor Group, one of the largest firms on its hybrid RIA platform.
Added on October 2015 in Join an RIA
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Summary:Expect more breakaway brokers who become RIAs to merge their teams and form mega-firms, says a top industry executive.
