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Several of the new recruits had spent more than a decade with Questar.
May 29 -
Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.
May 13 -
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 -
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 -
People familiar with the matter said that Centerbridge Partners is in talks to buy the four-firm, 6,500-advisor IBD network.
April 23 -
Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.
March 14 -
Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.
March 5 -
The No. 1 IBD is pitching advisors on the merits of its offerings — but rivals have also added major teams from its ranks.
February 22 -
In an unusually frank discussion, women executives from five major firms urged the industry to get involved in educating young people about wealth management.
January 30 -
Royal Alliance must pay more than $2.5 million to one ex-client while dealing with charges against the firm and a former rep by William Galvin’s office.
January 24