Arkadios News

benefit of scale

The Myth that is the Benefit of Scale

A tired phrase that has been echoed so often that it has become the newest cliché within the broker dealer community is “The Benefit of ...

December 13, 2021

Read on

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

Read on

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

Read on

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

Read on

Arkadios Capital Names Chet Payne President

Arkadios Capital, a hybrid broker-dealer founded by successful independent advisors, has tapped Chet Payne for the position of President. 

October 26, 2021

Read on

Pennsylvania Advisory Group Moves $400MM in Affiliated Assets to Arkadios Capital

Arkadios Capital today announced RevolutionX, a Berwyn, Pa.-based wealth advisory firm founded by Frank Hanna and Bryan Cogliano, has joined its hybrid broker-dealer platform. RevolutionX reported approximately ...

May 18, 2021

Read on

10 fastest-growing IBDs

Investment News has named Arkadios Capital the fastest-growing IBD in the country. According to the magazine — a trusted resource for financial advisers — Arkadios experienced the biggest ...

May 3, 2021

Read on

Arkadios Earns Place in Financial Advisor Magazine’s 2021 Broker-Dealer Ranking

Financial Advisor Magazine has published its annual Broker-Dealer Ranking, listing top Broker-Dealers by Gross Revenue. Arkadios Capital stood out not only for that metric, but ...

April 19, 2021

Read on

Wagner Wealth Management, $470 Hybrid RIA, Affiliates with Arkadios Capital

Wagner Wealth Management, an independent advisory firm with $470MM in assets under advisement, has joined Arkadios Capital, a hybrid platform for successful financial advisors.

April 14, 2021

Read on

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

Read on