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Also this week, Cetera closes on its purchase of Concourse Financial Group, and Raymond James appoints a head of AI.
February 27
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Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
February 27
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Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.
February 21
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In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
February 18
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The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.
February 14
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Following a 47% increase in earnings, Ted Pick is credited for his firm's "outstanding performance" in his first year at the helm.
February 14
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The payday comes for a year that saw the bank's annual net income rise just over 2% to $27.1 billion.
February 10
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Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.
February 7
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Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated leader.
February 4
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The can-do work ethic of the firm's northeast divisional president took him across the country multiple times — and to the top of the profession.
February 4
