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While CEO Jamie Price says tech capabilities rather than cost savings prompted the decision, he acknowledges the need to win over the reps who are now set to change firms.May 15
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Rivals and rating agencies aren’t taking any breaks in the pandemic, and CEO Jamie Price says the new giant IBD network remains on track as well.April 3
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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
