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We've reshuffled our top 25 program managers to list them solely by average production per advisor. Here are the top 15.
September 14 -
The program rejoined Cetera's platform after a brief six-month stint with LPL.
September 14 -
Rob Comfort will lead sales operations and develop the firm's network of 400 advisors at more than 250 credit unions nationwide.
August 7 -
The deal will give the firms more resources to boost their technology and spur growth, according to an industry observer.
August 3 -
The regional bank is looking to broaden its wealth management offerings and recruit additional financial advisers.
July 28 -
So far this year, at least 9 banks switched their investment services programs to new third-party broker dealers. One outsourced its broker-dealer operations to a TPM for the first time.
June 14 -
More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.
June 7 -
Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?
June 7Employee Benefit News and Employee Benefit Adviser -
Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.
June 7 -
While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.
June 7