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A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.
February 7
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Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.
February 5
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The recent moves display the stakes of the competitive recruiting fight, which has led to firms like AmeriFlex seeking to give advisors greater flexibility and resources.
February 4
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United Capital has a new name, but key challenges remain for its new owner.
February 3
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CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.
January 31
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Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.
January 31
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The partnership will likely help both industry titans with their long-term strategic plans.
January 9
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The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.
January 8
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The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7
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Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.
January 6
