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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 -
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 -
The firms may or may not be vying against one another, but their advisor forces are moving in different directions.
August 8 -
The No. 1 IBD adapted Riskalyze to its still-evolving ClientWorks portal and added Black Diamond to its discounted vendor program.
July 30 -
Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.
July 27 -
The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
June 25 -
The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.
June 15 -
Independent Financial Partners’ CEO predicts the firm will retain about 80% of its business, despite a daunting series of challenges.
May 17 -
The firm broke off from its OSJ and followed four others of its type in leaving the No. 1 IBD after a change in its RIA rules.
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