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Business development
John Hancock to sell Signator to Advisor Group in latest insurance pullback
Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.
Wielding its size advantage, LPL grabs $330M team from Lincoln
The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.
Stop discounting ― your clients don't care
Affluent clients have "a fairly low awareness of fees," according to new report.
$10B hybrid RIA practice bolts from Cambridge with major growth plans
The firm aligned its brokerage business with Private Client Services following a big acquisition and a major executive hiring.
Focus IPO faces 5 hard questions
A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.
Pershing’s RIA assets top $600B on fee-based shift, grabs from banks
The clearing and custody firm also announced $50 million in new investments to fuel its advisory business.
The RIA's guide to outside capital and private equity
The definition of independence for advisors is changing, according to a new report.
Cambridge ditches OSJ label amid fee-based shift, segmentation strategy
The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.
$1.7B hybrid practice bolts LPL with eye on industry ‘disruption’
At least seven firms with outside RIAs have left the No. 1 IBD since it announced a change in policies last November.
How an RIA found its M&A soul mate
EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.
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