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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
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One of the clients who filed the claim is still trying to withdraw money from non-traded investments he says were never explained to him.August 22
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CEO Jamie Price unveiled a three-part “advisor appreciation program” after Reverence Capital closed on a majority stake of the IBD network.August 20
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After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.July 29
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Several of the new recruits had spent more than a decade with Questar.May 29
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Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.May 13
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Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.May 9
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Advisor Group unveiled the prize-winning speech on the topic — along with eight new recruits to its IBDs — at its annual W Forum.May 9
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People familiar with the matter said that Centerbridge Partners is in talks to buy the four-firm, 6,500-advisor IBD network.April 23
