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It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.
May 2 -
Here we present the program managers who topped the list in each metric used to determine the main Top 25 ranking.
May 2 -
Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.
May 2 -
Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.
May 2
Stathis Partners -
A massive acquisition also helped boost the No. 1 IBD’s headcount by 833 advisors year-over-year to 15,210.
April 30 -
The No. 1 IBD announced the new NTF offerings and additional flattened prices for its corporate RIA.
April 26 -
The products have grown in popularity after undergoing significant changes in recent years.
April 25 -
Former CEO Mark Casady disclosed in arbitration testimony what led to the firing that resulted in a $30 million claim against the firm.
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Advisor Group firm Woodbury Financial targets the bank brokerage channel.
April 11 -
Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.
April 10 -
The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.
April 9 -
Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.
April 2 -
Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.
March 23 -
The securities-backed lending platform provides liquidity to borrowers and transparency to advisors, the investment banking giant says.
March 22 -
The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.
March 22 -
Ross Gerber says he left the firm to avoid its strict oversight of his press interviews and social media.
March 19 -
The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.
March 19 -
The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.
March 13 -
Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.
March 12 -
The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.
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