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United Capital has a new name, but key challenges remain for its new owner.
February 3
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The regional broker-dealer has long been among the industry’s most aggressive recruiters.
February 3
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Data reported by the Investment Company Institute.
February 3
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The advisors join the bank following a major reorganization of its wealth management business.
February 3
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Firms need to keep up with the dramatic increase in expectations for a better user experience.
February 3
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The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.
February 3
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While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.
January 31
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CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.
January 31
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One of the new hires oversees more than $300 million in client assets and has more than 30 years in the business.
January 31
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To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.
January 31
