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If approved for an IPO, the blank check company will face stiff competition among the growing ranks of RIA acquirers.October 22
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Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.October 15
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The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.October 13
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These firms oversee more than $185 billion in combined assets.October 1
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The firm is maintaining control but dropping its FINRA registration as the sector’s rising expenses and lower margins fuel consolidation.September 30
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Focusing on “investment in leadership and access to markets,” the IBD aims to support reps and clients of diverse backgrounds, its head recruiter says.August 18
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The father-son practice with two other advisors switched their affiliations after its founder had spent 18 years with New York Life.August 18
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During Andy Kalbaugh’s tenure with the No. 1 IBD, its headcount grew by more than 50% to nearly 17,000 reps.August 14
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With higher compensation offers and a track record of independence, the No. 1 IBD is “challenging the status quo,” its head recruiter says.August 7
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The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.August 5
