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The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.September 13
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The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.September 12
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Hiring choices are having a ripple effect on compensation.September 12
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Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm’s value and carry it into the future.September 9
Founder & Managing DirectorCruz Consulting Group
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Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.September 9
Chief Marketing OfficerDynasty Financial Partners
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Underestimating their needs, many make decisions that are suboptimal or worse.September 5
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Barriers to adoption for RIAs include security concerns and fear of increased client anxiety.September 5
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Planners' fears of violating privacy stops them from taking action. If implemented, a new model act might help.September 4
