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The firm made several other changes to its executive leadership, including a new chief marketing officer.
July 27 -
The aggregator has bought 22 firms with $7.1 billion AUM since 2016.
June 25 -
The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.
February 19 -
The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.
November 9 -
Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.
August 24 -
Firms are doubling down on efforts to boost the ranks of women advisors.
July 23 -
A frenzied M&A market means owners are getting full payment for acquired firms sooner.
June 22 -
Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.
June 21 -
The private equity-owned RIA beat out 40 other suitors.
March 5 -
Mercer Advisors picks up where it left off last year.
February 13