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At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.
November 16
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At least 270 advisors with $11.1 billion in client assets have left NPH firms since the acquisition.
November 14
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The practice’s managing director blamed the No. 1 IBD in part for its move to Securities America.
November 13
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Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.
November 9
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The practice joined Triad Advisors after at least 25 years with its former IBD.
November 9
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The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.
November 8
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CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.
November 8
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The fourth largest IBD added a super OSJ with $650 million in AUM.
November 7
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Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.
November 7
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The firm has signed four big recruiting deals in the past three months.
November 6
