Have You Outgrown Your IBD or the Model Itself?

Published on February 6, 2026

After years of operating under an independent broker/dealer, many advisors find themselves at an inflection point.

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&Partners Picks Up Teams From Ameriprise, Wells Fargo FiNet

February 6, 2026
Four Lights Advisors and La Belle Vue Wealth Management are the latest to join David Kowach's hybrid broker/dealer, with a combined $250 million in pre-hire assets.

An Advisor’s Roadmap to AI Integration From Vanguard’s CIO

February 6, 2026
Vanguard CIO Lauren Wilkinson shares a strategic roadmap for RIAs curious about AI integration for their practice.