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The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.September 13
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The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.September 11
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The aggregator’s $300 billion-plus institutional retirement business is an advantage in a competitive market.August 26
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The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.August 21
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President Adam Antoniades cites record expansion for the year, but the IBD network faces challenges related to recruiting and debt levels.August 19
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Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.August 1
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The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.July 30
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After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.July 29
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Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.July 24
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Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.July 23
