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The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
March 28 -
Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.
March 24
Kuderna Financial Team -
At least 16 advisers have shuttled between the wirehouse firms so far this year.
March 24 -
Tim Killgoar, the director of strategy and consulting, will succeed John Houston.
March 23 -
The ex-Morgan Stanley advisers say their niche practice, which is geared toward women and divorcees, will be better supported by Raymond James' platform.
March 23 -
Marco Barrozo has raised more than $125 million for the fixed-income offering, which has begun trading and is raising more capital.
March 23 -
Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.
March 22 -
The group previously worked at Merrill Lynch, where they generated over $2 million in annual revenue.
March 22 -
RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.
March 21 -
See how they stack up: It doesn't always take a large advisory staff to manage big money.
March 21










