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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
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The RIA holding company reports a 30% rise in revenues and 30 M&A deals.August 8
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CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.August 5
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Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.July 26
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The Advice & Wealth Management segment added 72 experienced advisors who affiliated in the second quarter.July 25
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The firm isn’t “the high bidder,” and that’s just fine, according to Paul Reilly.July 25
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Investors wary of an intensifying trade war have piled into the firm's bond products, boosting net flows to $151 billion, according to the company.July 22
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James Gorman dismissed any speculation after the unit posted record revenue and pretax profit in the second quarter.July 18
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The beleaguered bank has suffered from attrition since a fake accounts scandal rocked the firm in 2016.July 17
