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The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.
November 30 -
Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.
November 27 -
At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.
November 16 -
At least 270 advisors with $11.1 billion in client assets have left NPH firms since the acquisition.
November 14 -
The practice’s managing director blamed the No. 1 IBD in part for its move to Securities America.
November 13 -
Advisor Group BDs have poached at least four NPH practices after LPL acquired the network’s assets.
November 9 -
The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.
November 8 -
CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.
November 8 -
The fourth largest IBD added a super OSJ with $650 million in AUM.
November 7 -
Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.
November 7 -
The firm has signed four big recruiting deals in the past three months.
November 6 -
The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.
November 3 -
FINRA rejected the advisor's claims as the firm resolved two longstanding compliance issues.
November 3 -
Woodbury Financial has peeled off more than 80 advisors in the wake of LPL’s giant acquisition.
November 3 -
The Advisor Group BD has added 140 new advisors this year amid a tough recruiting fight.
November 2 -
Since investment programs are a small portion of an institution’s overall business, demonstrating the benefits to deposits and loans is instrumental in gaining support.
October 31
LPL Financial -
CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.
October 27 -
The practice opted for USA Financial after Jackson National sold National Planning's assets.
October 26 -
The team marks at least the second to opt for a smaller IBD over the nation’s largest.
October 19 -
IHT Wealth Management now has $2.4 billion in client assets.
October 19



















