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Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.January 6
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The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.January 6
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With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.December 13
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The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.November 19
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The acquisition of Ladenburg Thalmann for $1.3 billion would take the private equity-backed firm into the realm of the largest firms in the sector.November 12
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The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.November 11
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Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.October 28
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Industry trends and succession planning prompted the enterprise to leave Advisor Group’s FSC Securities, according to the partner-brothers of the Nettuno Group.October 22
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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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Billy Ricketts is most likely the elder stateswoman of wealth management — but she and her grandson believed it was time for something new.October 8
