M&A
M&A
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CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.
November 8 -
The fourth largest IBD added a super OSJ with $650 million in AUM.
November 7 -
Independent Financial’s haul includes a new affiliated RIA launched by five of the practices.
November 7 -
Woodbury Financial has peeled off more than 80 advisors in the wake of LPL’s giant acquisition.
November 3 -
Trump's pick might have to manage a recession, given that the current expansion would become the longest ever in the next four years.
November 2 -
New firm registrations have soared by 75% over the past five years, according to Schwab.
November 2 -
Ziegler is the latest in a line of purchases by Stifel and other regional broker-dealers.
November 2 -
The Chicago-based RIA focuses on Midwest to expand its footprint.
October 27 -
CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.
October 27 -
The practice opted for USA Financial after Jackson National sold National Planning's assets.
October 26