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The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.
37m ago -
RBC executives say the firm's recent string of recruiting wins comes with temporary costs but also the promise of boosting income over the long term.
5h ago -
Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
August 12 -
Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to the business.
August 11 -
Niche smart, market human and outsource wisely: insights for financial advisors looking to grow, from the Morningstar Investment Conference.
August 7Impact Communications -
CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.
August 1 -
The decision to rejoin the CEO and chairman roles comes roughly two months after regulators removed an asset cap that had stunted the San Francisco-based company's growth for seven years.
July 31 -
The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.
July 30 -
After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.
July 30 -
The large St. Petersburg, Florida-based wealth management firm claimed its best advisor recruiting figures since the global financial crisis, though it didn't cite specifics.
July 24