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From regulations to diversity and inclusion, these leaders are set to make an impact on wealth management.December 17
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With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.December 13
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The acquisition of Ladenburg Thalmann for $1.3 billion would take the private equity-backed firm into the realm of the largest firms in the sector.November 12
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The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.November 11
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CEO Jamie Price unveiled a three-part “advisor appreciation program” after Reverence Capital closed on a majority stake of the IBD network.August 20
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Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.May 13
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Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.May 9
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CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.November 6
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Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.October 11
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The move to acquire the No. 16 firm from John Hancock reflects the acceleration of industry trends and a potential giant in the making.June 25
