-
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 11Elite Consulting Partners -
CEO Dan Arnold pledged new tech-enhanced support for advisors as part of a larger cultural transformation.
February 1