-
More growth is on the way: the No. 1 IBD has one more massive recruiting move and a $300M acquisition to complete.
April 30 -
The quartet of advisors picked the nation’s largest IBD out of the increasing number of suitors available to ex-employee practices.
April 12 -
As the No. 1 IBD rolls out M&A services to advisors this quarter and reels in record recruits, Dan Arnold says the firm is experimenting.
February 5 -
CEO Dan Arnold cites growth in traditional channels and in recently launched models that could bring even more opportunities.
November 3 -
During Andy Kalbaugh’s tenure with the No. 1 IBD, its headcount grew by more than 50% to nearly 17,000 reps.
August 14 -
The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.
August 5 -
CEO Dan Arnold says the pandemic “will create some structural change across the market and the industry.”
May 1 -
Ameriprise’s chief took a 5% cut in his compensation, even as the firm cited notable positive results that buoyed the industry last year.
March 25 -
Fee wars among asset managers are having small, but notable impacts across the industry and prompting renewed focus on core business.
February 25 -
CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.
January 31 -
CEO Dan Arnold described the firm's multipronged strategy for further growth.
October 25 -
The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.
September 12 -
Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.
July 26 -
The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.
June 10 -
The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.
June 7 -
CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.
May 22 -
In a bid to further enhance its capabilities for advisors, the firm is also slashing ETF transaction fees on select funds later this year.
May 3 -
Dan Arnold received $7.1 million in 2018, far below the longer-tenured chiefs of rival firms Ameriprise and Raymond James.
April 1 -
With competition heating up, the IBD is offering advisors better technology and higher pay.
February 11
Elite Consulting Partners -
CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1

















