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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
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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
