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The group leader, advisor Lars Olson, had been with the wirehouse since 1994.
January 13 -
Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.
January 12 -
The IBD completed a stellar recruiting year by adding a team led by a 30-year veteran advisor.
January 6 -
LPL Financial and indie rivals like Raymond James, Wells Fargo FiNet and Kestra Financial completed at least 17 recruiting grabs of $800 million or more this year.
December 18 -
It’s one of the largest teams to quit a wirehouse this year.
December 14 -
The OSJ scooped up teams from Edward Jones, Wells Fargo Advisors and Wedbush Securities.
December 11 -
The Buffalo, New York location is the independent firm’s 12th nationwide.
December 8 -
The Boston-based boutique oversees the assets of roughly 140 full- service clients and 800 individual households.
December 3 -
It’s one of the largest recruiting moves of the year in the independent broker-dealer sector.
November 16 -
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