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Advisor headcount reached 2,160 advisors for the first quarter, up a net 43 from the year-ago period.
May 1
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One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.
May 1
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The changes follow a challenging first quarter for the firm’s wealth management operations.
May 1
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With an eye on a future sale, the $48B RIA wants to build enterprise value.
May 1
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The firm said earlier this year that it would deepen cost cuts.
May 1
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A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.
April 30
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The advisors are the newest additions to the firm’s expanding brokerage ranks.
April 30
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Independent Financial Partners aspires to be a “very, very small agent for change.”
April 30
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It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.
April 30
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Shoehorning them into certain categories can lead to bias and crimp firm growth.
April 30
