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“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.
March 10
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Both firms have lower advisor headcounts, higher productivity and relocation plans — but Blucora's acquisitions have boosted its wealth management business.
February 26
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The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.
February 18
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The firm is testing a new robot designed to execute corporate-bond trades directly with bots at dealer counterparties.
February 4
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“We are embracing the bank model,” Chief Financial Officer Stephen Scherr said.
February 3
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CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.
January 31
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To accommodate its burgeoning brokerage force, the firm opened 42 new branches last year.
January 31
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Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.
January 31
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The firm is drawing heightened interest from advisors generating between $1 million to $5 million, according to CEO Paul Reilly.
January 23
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In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.
January 23
