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IHT Wealth Management now has $2.4 billion in client assets.
October 19 -
The Arizona-based firm serves as a super OSJ, supporting advisors who work for 13 affiliated credit unions as either employees or independent financial advisors.
October 19 -
Clients are looking to be reassured about the security of their data.
October 19 -
The move marks the latest in a frenzied period one recruiter describes as “a feast.”
October 19 -
As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.
October 10 -
The change could alleviate firms’ recruiting worries that they must pay trainees to spend the first few months studying.
October 6 -
The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.
September 29 -
Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.
September 21 -
An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.
September 19 -
Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.
September 18