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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 11Elite Consulting Partners -
CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1 -
The No. 1 IBD’s advisory AUM flows show results from the company’s efforts to reward advisors for choosing its custody instead of outside firms.
December 19 -
The No. 1 IBD unveiled positive recruiting numbers for the third quarter, alongside an 84% jump in profits.
October 26 -
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