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After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.
March 11
Retirement Matters -
Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.
March 9
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Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9
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The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.
March 9
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Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.
March 8
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At least three dual practices with nearly $1.5 billion in client assets have left since the No. 1 IBD unveiled the new guidelines.
March 8
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It's a sign the firm is still selectively hiring despite leaving the Broker Protocol last year.
March 8
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Unhappy with M&A offers, CJM chooses to stay independent.
March 7
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"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
March 7
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The No. 9 IBD has emerged as one of the major players in a tough recruiting fight after the massive acquisition.
March 7
