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Amy Webber
Cambridge ditches OSJ label amid fee-based shift, segmentation strategy
The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.
FP50 2018: Independent broker-dealers adapt to survive
The nation's largest IBDs are growing again, but are they innovating fast enough to keep up with the industry's transformation?
FP50: A case for optimism
A clear path has emerged after historic revenue drops among the top independent broker-dealers.
