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The firm's price and valuation exceeded expectations.
July 18 -
The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.
June 28 -
The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.
June 27 -
The new open architecture platform will minimize the “swivel chair experience” for advisors.
June 11 -
The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.
June 4 -
The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.
May 3 -
Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?
April 22 -
Startup or low-AUM firms have options outside of the big four.
April 16 -
The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.
April 10 -
About 82% of financial advisors are already using financial planning software.
April 2