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The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.
November 26
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Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs.
November 22
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The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”
November 20
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The firm hasn’t made any decisions about advisor retention bonuses, but some top shareholders will earn tens of millions of dollars once the deal closes.
November 19
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The acquisition of Ladenburg Thalmann for $1.3 billion would take the private equity-backed firm into the realm of the largest firms in the sector.
November 12
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The new hires came at the expense of Merrill Lynch and Wells Fargo.
November 11
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Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.
November 7
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The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.
November 7
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The ensemble and enterprise pickups came after the No. 4 IBD added 70 advisors in the first nine months of the year.
November 5
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The wealth management unit took in lower revenue from the year-ago period — but executives say its transformation is going according to plan.
November 4
