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The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3
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The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3
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The new hires include industry veterans and they join a growing branch in Dallas.
February 2
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The brokers collectively generated more than $88 million in annual revenue while overseeing nearly $15 billion in assets under management.
February 2
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A dead client, an advisor accused of murder and fraud, and an industry that didn’t see it coming.
February 2
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Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.
February 1
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A new committee staffed by CFP pros and others is tasked with refreshing what consequences advisors will face for failing to comply with the board’s standards.
February 1
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At an average age of 37, the top-producing brokers operate in 18 different states, plus the District of Columbia and Guam.
February 1
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Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.
February 1
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The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.
January 29
