Tobias Salinger
Senior EditorTobias Salinger is a senior editor for Financial Planning. Follow him on Twitter at @TobySalFP.
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The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.October 20 -
Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.October 15
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It comes as part of “an unprecedented series of extremely low” annual increases, according to an analyst with the nonpartisan Senior Citizens League.October 13
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The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.October 13
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The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.October 9
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The advisor allegedly carried out a 20-year scheme defrauding at least 15 clients through forgery and misrepresentations.October 7
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The advisor allegedly used an omnibus trading account to help himself and hurt his clients to the tune of tens of thousands of dollars, according to the regulator.October 5
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Director tenures, nominations and committees are changing after an independent task force identified weaknesses.October 1
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The discrimination case revolves around allegations of disparate treatment in the firm’s agency distribution channels.October 1
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These firms oversee more than $185 billion in combined assets.October 1
