Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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We expect this momentum to continue and potentially accelerate over the next five to seven years, says investment banker David DeVoe.
March 24 -
We expect this momentum to continue and potentially accelerate over the next five to seven years, says investment banker David DeVoe.
March 23 -
"The number of quality buyers has grown significantly," Jon Beatty, SVP, sales and relationship management for Charles Schwab Advisor Services.
March 22 -
Alliance of Comprehensive Planners hopes to boost name recognition and increase membership by rebranding itself for the second time in two years.
March 16 -
The new retirement platform will support advisors who are transitioning to the fiduciary model.
March 15 -
LPL's stock buyback proved to be 'sweet' deal for TPG Capital, The New York Times reports.
March 14 -
All advisors should familiarize themselves with the rule's likely changes to ERISA.
March 14 -
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Whos making what? FA Insight breaks down advisor compensation.
March 7 -
Wealth Enhancement Group expands into the northeast by buying HHG & Co.
March 2 -
As part of the deal, MetLife will be the exclusive developer of certain annuity products issued by MassMutual.
February 29 -
Finding top people is getting harder, says Kathy Freeman, so putting this in a compensation agreement is now mandatory.
February 29 -
Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership.
February 18 -
LPL CEO Mark Casady expects "continued pressure on brokerage sales."
February 11 -
The land grab for a potentially lucrative market is happening now.
February 10 -
Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.
February 8 -
If you continue to work the way you have been, you may not be in business in five years, says United Capital CEO Joe Duran.
February 5 -
Acquisitive advisory firms, private equity and banks are expected to be big buyers.
January 11 -
Pathstone's merger with Federal Street is "a defining deal for firms serving the UHNW segment," says industry consultant Jamie McLaughlin.
January 6 -
The executives decided to leverage their skills in their own areas of expertise.
January 4
