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Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.November 12
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CEO Dan Arnold described the firm's multipronged strategy for further growth.October 25
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Joseph Mazzucco and at least two dozen other advisors affiliated with the No. 1 IBD in eight moves over a seven-week span.October 14
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Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.October 10
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A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.September 19
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The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.September 12
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At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.August 28
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Bleakley Financial has recruited advisors with $750 million in client assets since January 2018 alongside LPL’s substantial recent grabs.August 15
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At least two clients said they received calls from the advisor where he discussed his departure from the firm, according to the complaint.July 31
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Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.July 31
