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The next generation of advisors is worth the cost.
February 7
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New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6
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He’s the latest broker to leave a wirehouse for a regional BD.
February 6
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The firm cut its headcount by 22% while boosting productivity by 48% in 2018, and it plans to roll out a new desktop platform for its 1,060 representatives.
February 6
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It’s been death by a thousand cuts as a steady stream of top talent strikes out on their own.
February 6
Mark Elzweig Co. -
The firm has been on a recruiting tear, with a particular emphasis on wirehouses.
February 6
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The past year brought major changes to the IBD network, including the sale of its majority stake and a structural reorganization.
February 5
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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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Firms who resist or fail to understand advisors’ needs will lose the game, according to a panel of executives.
February 5
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Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.
February 5
