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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
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Woodbury Financial has peeled off more than 80 advisors in the wake of LPL’s giant acquisition.
November 3
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The Advisor Group BD has added 140 new advisors this year amid a tough recruiting fight.
November 2
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New firm registrations have soared by 75% over the past five years, according to Schwab.
November 2
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The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.
October 31
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CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.
October 27
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When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.
October 27
