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At a meeting last year, the firm’s CEO discussed how behavior would be held to a higher standard than rank-and-file employees, people familiar with the matter said.
December 9
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The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.
December 2
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The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.
November 26
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I helped others plan ahead but it took a personal tragedy to put my own succession plan in place.
November 25
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Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.
November 22
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The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”
November 20
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Technology can speed up the planning process, but advisors still need to smartly allocate human resources.
November 19
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SEC Commissioner Robert Jackson Jr. said his office studied 15 years of data to assess how the firms utilized their power on hundreds of proposals.
November 19
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The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.
November 7
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New KMS Financial Services CEO Erinn Ford’s team has attracted 28 advisors in 2019.
November 5
