Digest March 9th

Independent Advisor Breakaways Gain Momentum

Elevation Point, a support platform originally designed to help brokers go independent, is now attracting advisor teams from established RIAs. These breakaway advisors cite a desire for greater control, flexibility, and cultural alignment — signaling a shift even among already-independent firms toward customized independence over aggregation.
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Northwestern Mutual Advisors Lead Industry Rankings

Seventeen Northwestern Mutual advisors have been named to the latest Forbes Top Financial Security Professionals and Best-in-State Wealth Advisors lists. These rankings highlight the value clients place on relationship depth, planning expertise, and consistency — traits increasingly in demand across the broader advisory space.
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Concurrent Adds Advisors, Closes in on $15B AUM

Hybrid RIA platform Concurrent added 10 advisors in Q4 2025, pushing total assets toward $15 billion. The firm’s growth reflects continued advisor interest in platforms that blend independence with infrastructure — offering scale without compromising control.
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