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As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.
October 3 -
Halé Behzadi will oversee the bank's offices in Beverly Hills, Los Angeles, Orange County, Palo Alto, Phoenix, San Francisco and Seattle.
October 2 -
Wealthfront can become the "leader in a new emerging market" if it focuses on millennials the way Charles Schwab zeroed in on Baby Boomers, says CEO Adam Nash.
October 2
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Raymond James & Associates recruited a wirehouse advisor who generated over $1 million in revenue, managing more than $120 million in assets.
October 1 -
Morgan Stanley picked up five advisors managing more than $650 million in combined assets from its rivals, according to a spokesperson for the wirehouse.
October 1 -
The Foundation for Financial Planning and Give an Hour discuss partnership to deliver planning interventions for service members and veterans.
October 1 -
Wunderlich Securities is growing, picking up Dominick & Dominick, a New York-based brokerage firm with a long history on Wall Street.
October 1 -
Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.
October 1
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The profitability of alts for investment managers and product originators promises that the deluge of alternative investment opportunities will continue.
October 1 -
Wedbush advisor Mark Heiden talks about what drives him: I want to keep growing and develop the business so my family can carry on the legacy started by my father in the 1950s.
October 1
