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Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.September 22
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The No. 1 IBD has completed three of the sector’s 10 largest recruiting moves of the year.September 18
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Lower transaction costs can often come with higher expense ratios at the nation’s largest IBD.August 26
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The latest roundup of news in the IBD and RIA channels comes in a time of economic turmoil and big transactions.August 14
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During Andy Kalbaugh’s tenure with the No. 1 IBD, its headcount grew by more than 50% to nearly 17,000 reps.August 14
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The firm will also pay a penalty and offer to buy back variable annuities the former broker sold to 21 other investors.August 11
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With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.August 7
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The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.August 5
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The independent broker-dealers big enough to serve the most financial advisors enjoy advantages but face distinct challenges.July 31
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It will be the largest bank channel team at the IBD, with its former clearing house Pershing taking a hit.July 29
