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Distributors may be demanding more support in the areas of investor education, risk management and governance.
November 15SalesFocus Solutions -
The advisors retained from shuttering Broker Dealer Financial Services will add more than 80 advisors now able to tap into the buying firm’s offerings.
November 14 -
CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.
November 6 -
The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.
October 30 -
Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.
October 30 -
The No. 1 IBD poached two more teams from the largest firm in rival network Cetera Financial Group.
October 25 -
The firm has streamlined its leadership structure and overhauled its marketing strategy.
October 25 -
The No. 7 IBD expects such moves by advisors to increase in coming years, so it's ramping up offerings aimed at fee-only services.
October 12 -
As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.
October 12 -
Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.
October 11