Nicholas Yeap is a former associate editor of Financial Planning, Bank Investment Consultant and On Wall Street.
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Established firms have an edge as the M&A market moves toward another record year.
August 24 -
Plus, Benjamin F. Edwards and Ameriprise each add recruits with more than $600M in combined AUM, and Morgan loses a $500M group.
August 22 -
Profits and revenues are down for all but one of the brokerages.
August 16 -
Revenue continues to fall for the industry's largest brokerages, but lending remains strong.
August 10 -
The recruit switched wirehouses again after 7 years.
August 4 -
Also, Dynasty lured teams managing nearly $1 billion in client assets to independence.
August 2 -
Net revenues fell 2% in the second quarter compared to a year ago, according to the firm.
July 27 -
The second installment of book recommendations from industry experts that advisers should not miss.
July 21 -
The recruit spent two years researching the move before deciding to leave the wirehouse.
July 20 -
Books that help advisers self-improve and build their practices.
July 13