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The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.
February 5
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New hires come at a moment of heightened competition for talent industrywide.
February 5
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Recruiting and retention of talent looms large for Advisor Group after it rolled up three firms in the wake of a massive acquisition.
February 4
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APIs, proprietary funds, customer service issues: executives explain what they’re planning as their company hits $6.7 trillion in client assets.
February 4
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The team caters to wealthy clients and athletes, and specializes in private placement life insurance.
February 3
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The bank is ramping up its consumer business lines, evidenced by the adoption of Joe Duran’s holistic “Money Mind” approach.
February 3
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The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3
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The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3
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The new hires include industry veterans and they join a growing branch in Dallas.
February 2
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The brokers collectively generated more than $88 million in annual revenue while overseeing nearly $15 billion in assets under management.
February 2
