Author Archives: syrup

WhiteStone Wealth Management moves AUM to Arkadios

WhiteStone Wealth Management Moves AUM to Arkadios Capital

WhiteStone Wealth Management, a full-service wealth management advisory based in San Antonio, Texas, has moved its more than $240MM in assets under advisement to hybrid ...

April 20, 2022

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3 Reasons To Choose a Premium Independent Broker Dealer Over Larger Firms

In the investment world—for far too long—there has been this assumed benefit of dealing with a larger brokerage firm. But, the reality is not necessarily ...

February 14, 2022

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Ways An Independent Broker Dealer Can Help You Grow Your Practice

Whether you are a new advisor or a seasoned veteran, you’ve likely spent a lot of time thinking about how best to grow your business.  ...

February 9, 2022

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transition clients to a new broker dealer

Top Questions Clients Ask During a Broker Dealer Transition

As you move into the broker dealer transition period, clients undoubtedly have some questions. It’s important to get ahead of these.  Below are some of ...

January 10, 2022

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Tips to Avoid Advisor Burnout

We get it. With your current broker dealer, you’re likely feeling overwhelmed by lack of freedom and flexibility. If you’re constantly being told no and ...

January 3, 2022

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transition clients to a new broker dealer

Tips as you Transition Clients to a New Broker Dealer

As you transition clients to a new broker dealer, the most important thing to focus on is communication. In the end, when communicating about making ...

December 6, 2021

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broker-dealer transition

Top Mistakes to Avoid During a Broker-Dealer Transition

As you make a broker-dealer transition, your main focus should be on your clients to ensure the transition is smooth for them. Below, we’ve laid ...

November 9, 2021

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trends in the advisor industry

The Biggest Trends in the Advisor Industry

Did you know that the average independent advisor stays with their broker-dealer firm for 9 years? You’ve likely experienced this as well as other trends ...

November 9, 2021

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Bander Wealth Management Moves $125MM in Assets to Arkadios Capital’s Hybrid Platform

Bander Wealth Management, an Idaho Falls, Idaho-based wealth management firm with offices in Boise and Denver, has moved its assets to Arkadios Capital, a hybrid ...

October 20, 2020

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Arkadios Again Honored as Top IBD by Independent Magazine

After being named the fastest-growing independent broker-dealer in 2019, Arkadios Capital earned several top rankings in Financial Planning Magazine’s 2020 IBD Elite Survey. The hybrid ...

August 4, 2020

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