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The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.
February 3
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The nearly 10,000 advisors affiliated with the firm grow 2.5 times as fast as their peers at rival brokerages, CEO Jim Cracchiolo says.
January 29
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A team that has grown through acquisitions dropped the No. 1 IBD after the institution purchased another one for more than $600 million.
January 27
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Arete Wealth’s niche focus on alts for HNW and UHNW clients has given it a strong foothold in a fractured sector, experts say.
January 22
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The California company, which focuses on technology companies and entrepreneurs, will make a big push into wealth management as part of the proposed acquisition.
January 4 -
The 40-advisor OSJ brings more than double the assets of any other new group unveiled across the IBD network in 2020.
November 11
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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
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Even with those challenges, rep productivity and client cash balances expanded in the third quarter.
October 30
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October 27
