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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 -
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 -
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 -
Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.
October 28 -
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 -
Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.
October 10 -
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 -
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 -
CEO Jamie Price unveiled a three-part “advisor appreciation program” after Reverence Capital closed on a majority stake of the IBD network.
August 20 -
After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.
July 29