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Among the new recruits is an 11-person team.
December 30 -
The additions came amid a revamping of the firm’s independent advisor compensation.
December 24 -
With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.
December 13 -
A former rep has drawn at least 30 claims after pleading guilty to fraud, while clients of another ex-LPL advisor are seeking damages five years after his initial arrest.
December 10 -
Some advisors may see their pay rise in 2020.
December 6 -
Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.
December 5 -
The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.
December 2 -
The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.
November 26 -
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 -
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 -
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 -
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 -
The new hires came at the expense of Merrill Lynch and Wells Fargo.
November 11 -
Fresh off rebranding its wealth management business to Avantax, the firm aims to support its smaller but more productive force.
November 7 -
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 -
The ensemble and enterprise pickups came after the No. 4 IBD added 70 advisors in the first nine months of the year.
November 5 -
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 -
With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.
October 31 -
The network of five IBDs with 4,400 advisors hasn’t made a final decision, according to Bloomberg News.
October 30 -
Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.
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