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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 -
During Andy Kalbaugh’s tenure with the No. 1 IBD, its headcount grew by more than 50% to nearly 17,000 reps.
August 14 -
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 -
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 -
The independent broker-dealers big enough to serve the most financial advisors enjoy advantages but face distinct challenges.
July 31 -
Wealth management firms should define success by how well their operations perform under pressure, Kestra Financial COO Kris Chester says in an episode of Financial Planning’s podcast.
June 30 -
For the first time, the ranks of the top 25 firms according to their annual business include single entries for IBD networks.
June 30 -
This interactive tool provides the full collection of data from Financial Planning's 35th annual study of the largest firms in the space.
June 30 -
The insurer-owned IBD identifies leaders in target markets as it offers independence “with a hug,” according to its head of recruiting.
June 11 -
The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.
June 8