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Triad Hybrid Solutions has added 31 advisors and $1.3 billion in AUM since the beginning of last year.
September 25 -
CEO James Poer seeks a different approach from rivals under the IBD’s new ownership.
September 25 -
The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.
September 13 -
The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.
September 11 -
It's important to teach younger advisors every aspect of your practice. Start with "I don't know."
August 30Life Planning Partners -
The aggregator’s $300 billion-plus institutional retirement business is an advantage in a competitive market.
August 26 -
The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.
August 21 -
President Adam Antoniades cites record expansion for the year, but the IBD network faces challenges related to recruiting and debt levels.
August 19 -
To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.
August 16 -
The RIA holding company reports a 30% rise in revenues and 30 M&A deals.
August 8