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The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.
July 1
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Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.
June 21
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How to know when you’ve reached that just-right size.
June 17
Life Planning Partners -
The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.
June 7
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High-AUM RIAs at TD Ameritrade’s Elite LINC tell how they grew their firms when they were starting out.
June 7
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Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.
June 6
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The BD’s employee channel is attracting more independent reps through offerings like technology and practice acquisition support.
June 4
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Warning: Advisory firm buyers may be purchasing a depleted oil well.
June 3
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The majority of the top 25 firms boosted their business by double digits in 2018, and five of them reeled in more than 20% growth.
June 3
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The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.
May 23
