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The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.
September 16 -
At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.
August 28 -
Bleakley Financial has recruited advisors with $750 million in client assets since January 2018 alongside LPL’s substantial recent grabs.
August 15 -
After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.
July 29 -
Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.
July 24 -
Wealth Enhancement Group has also grown organically by more than $1 billion each of the past two years.
July 18 -
Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.
July 15 -
Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.
July 12 -
The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.
June 26 -
The insurance-affiliated firm aims for growth while some counterparts have exited the sector.
June 25