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Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.
March 26
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Frustrated by the limitations of working at a bank-owned brokerage, advisors Randy and Matthew Price opted to join the independent firm in Houston.
March 26
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Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.
March 23
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The firm’s headcount increased 8% in just one year.
March 23
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IBDs are waging a tough recruiting fight for hybrid RIAs, and Bill Van Law played a pivotal role.
March 22
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The new hires from Merrill Lynch and JPMorgan are welcome news for the embattled bank’s wealth management division.
March 22
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The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.
March 22
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The departure is the latest in a string for the wirehouse, whose broker ranks have shrunk by more than 300 over the last year.
March 21
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The new exec fills a position that has been open since its last chief of insurance left the post in October.
March 19
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The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.
March 19
