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The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.November 11
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Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.November 7
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The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.November 4
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The network of five IBDs with 4,400 advisors hasn’t made a final decision, according to Bloomberg News.October 30
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CEO Dan Arnold described the firm's multipronged strategy for further growth.October 25
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Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.October 25
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CEO Jim Cracchiolo says the firm is focused on “holistic advice rather than a free trade” after wealth management client assets reached a new high.October 24
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The bank has lost a net 1,300 advisors since a fake accounts scandal came to light three years ago.October 15
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HD Vest's parent displayed the growth coming from the acquisition of its former rival.August 9
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The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.August 8
