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With planners aging and the industry’s demographics still far out of step with the country’s, wealth managers are bulking up their support for new entrants.
February 26 -
The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.
February 5 -
The founding partners of the 300-advisor OSJ will remain in their current roles for three years under the same structure as before the deal.
January 13 -
Nearly three decades after launching their practice, the two founders say they’re looking forward to spending more time with clients.
January 13 -
Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."
December 7One Seven -
It could be a “better together” scenario for retiring sellers and under-55 advisors alik
September 2Signature Wealth Group -
After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.
July 17Cyndeo Wealth Partners -
The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.
June 18 -
LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.
May 27 -
Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
May 7