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The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
January 10 -
The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10 -
The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.
January 3 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
Concerned about the wirehouse's "trajectory," Glen D. Smith sought out a business model his kids could join one day.
December 27 -
Kestra Financial’s James Poer offers advisors his three predictions for the new year.
December 22Kestra Financial -
The No. 20 IBD unveiled a total of 15 practices joining its ranks in the fourth quarter.
December 21 -
H. Beck’s incoming president brings experience with her new firm’s earlier ownership structure and its custodian's platforms.
December 20 -
Advisors are jumping to firms with established infrastructure.
December 19