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Sustaining growth will become an increasing challenge, says the firm’s incoming chief revenue officer.
January 9
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The top 20 are now home to nearly $1.2 trillion in combined assets.
January 9
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People in this cohort experienced a major setback during the housing bust just as they were likely to be getting married, starting families and becoming first-time homeowners, says one expert.
January 9
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Nobody at the firm today owns more of its stock than Greg Palm.
January 9
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“Recent small reductions in headcount reflect the need to balance our workforce growth with the current needs of our business," the company says.
January 9
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The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.
January 8
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The former CEO of HD Vest left the firm three months earlier than he originally anticipated.
January 8
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The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.
January 8
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This analysis may help calm jittery clients when their portfolios take a sharp downturn.
January 8
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The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.
January 8
