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During Andy Kalbaugh’s tenure with the No. 1 IBD, its headcount grew by more than 50% to nearly 17,000 reps.
August 14
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Planners ranging from sole practitioners to the largest OSJ enterprises welcomed the CEO’s comment that the firm's culture was not aligned with its strategy.
September 4
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LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.
May 30
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Bill Hamm’s Independent Financial Partners has grown more than fivefold in 10 years with the No. 1 IBD.
April 10
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The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.
March 13 -
After acquiring four firms’ assets, the industry giant still faces big challenges ahead.
March 2
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The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.
November 8
