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CEO Dan Arnold said on the firm's last earnings call that the tools were "receiving positive early feedback and demand in the marketplace."
October 24 -
LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.
October 5 -
The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.
October 2 -
The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.
September 26 -
The father-and-son firm Francis Group cites client demand and freedom from sales goals as reasons for their move.
September 18 -
Despite falling stock and bond values last year, firms operating in the channel collectively boosted their business. These are the biggest companies among them.
September 12 -
Independent branches are playing a pivotal role in the industry — regardless of anyone's opinion or awareness of them.
September 11 -
The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.
August 31 -
The announcement came only a day after the largest independent brokerage firm added a big bank-based wealth program with $4.7 billion.
August 24 -
The latest incoming recruit to the firm's Institution Services unit followed a half dozen other big moves by the firm in the bank and credit union channel in recent years.
August 23