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Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.
October 19
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The team marks at least the second to opt for a smaller IBD over the nation’s largest.
October 19
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The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.
October 19
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In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.
October 19
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The company also said that its advisor ranks are growing.
October 19
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IHT Wealth Management now has $2.4 billion in client assets.
October 19
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The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.
October 19
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Clients are looking to be reassured about the security of their data.
October 19
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The move marks the latest in a frenzied period one recruiter describes as “a feast.”
October 19
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The firm is continuing its recruiting push by adding a new team in southeast Georgia.
October 18
