Industry

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

By explaining the firm’s sources of revenue and expenses, a team can better understand how they impact profitablility.

The firm has lost more than 1,100 advisors since a phony accounts scandal came to light in 2016.

The restructuring comes as a competitor enters wealth management data aggregation.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

The retirement plan-focused group’s new OSJ had left the No. 1 IBD in 2017 and will grow to 160 advisors under the move.