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The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.
July 9 -
J.D. Power’s annual survey reveals the importance of leadership and culture, along with differences among male and female representatives.
June 28 -
Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.
June 19 -
Firms of all sizes have helped push fee-based business above commissions as the industry undergoes a transformation.
June 18 -
This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.
June 4 -
Thirteen of the top 25 companies generated double-digit growth in 2017 as rivals close in on the perennial No. 1 firm.
June 4 -
The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.
May 22 -
Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.
May 16 -
The firm broke off from its OSJ and followed four others of its type in leaving the No. 1 IBD after a change in its RIA rules.
May 15 -
The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.
April 9 -
The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.
March 22 -
Industry leaders see an opportunity to reshape debates that determine wealth management's future.
January 31 -
LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.
December 18 -
Exclusive: The No. 4 IBD unveiled a new bank-based team even as its competitor began revealing its retained firms under the acquisition.
December 15 -
In a concession to the advisor, he can still respond to client emails and calls, even though he may not initiate contact.
December 13 -
Both advisors are attracted by Ameriprise’s technology and investment options.
December 4 -
The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.
November 30 -
17 great reads planners recommend to their colleagues and clients.
November 17 -
CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.
November 8 -
The fourth largest IBD added a super OSJ with $650 million in AUM.
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