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The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.
November 11 -
The private equity-backed firm’s bottom line has been less affected by coronavirus-related low interest rates than its rivals, Moody’s says.
November 4 -
Even with those challenges, rep productivity and client cash balances expanded in the third quarter.
October 30 -
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October 27 -
If approved for an IPO, the blank check company will face stiff competition among the growing ranks of RIA acquirers.
October 22 -
Genstar Capital Managing Partner Tony Salewski spoke openly with advisors about the firm’s investment strategy for the IBD network.
October 15 -
The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.
October 13 -
These firms oversee more than $185 billion in combined assets.
October 1 -
The firm is maintaining control but dropping its FINRA registration as the sector’s rising expenses and lower margins fuel consolidation.
September 30 -
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