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Both recruits have more than two decades of experience.
December 20 -
The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20 -
Margins are down and expenses are up, Fidelity's new benchmarking study finds. Pricing models need to be re-visited.
December 20 -
Dan Moisand's firm joins the Institute for the Fiduciary Standard's new listing. Moisand is a former CFP Board official and ex-president of the FPA.
December 19 -
The new hires opened two offices for the regional BD.
December 19 -
The fast-growing firm has recruited 25 advisers this year, and is affiliated with Raymond James.
December 19 -
The wirehouse will leave its core pay grid untouched for 2017.
December 15 -
Collectively, this year’s mega movers managed more than $23 billion in client assets.
December 15 -
CEO Rob Francais wants advisers to envision $1 trillion in AUM.
December 15 -
Four important things to bear in mind if you are considering joining a network of independent RIAs.
December 15
Focus Independence








